P••• R• R••

Advisor at J••• M••••• S••••••••• L••

Fort Worth, TX

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Search this name across graphsid dfx:ria:5d10fb6a-0199-c6cc-cdfb-40d75f91bb38

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 13, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: J••• M••••• S••••••••• L••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: May 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Aug 23, 2023	n/a	yes	Fort Worth, TX	Current employment
P••••••• R•• C•••••• M••••••••• I•••	Former SEC adviser	Jun 13, 2002	Apr 12, 2022	no	FORT WORTH, TX\|Fort Worth, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• R•• C•••••• M••••••••• I•••	J••• M••••• S••••••••• L••	Apr 12, 2022	Aug 23, 2023	498	Firm change after gap	RIA to wirehouse

Relationships

Registered with (2)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Aug 23, 2023 to presentfactForm ADV
→ P••••••• R•• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 13, 2002 to Apr 12, 2022factForm ADV

Dated events

Occurred
Apr 12, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d10fb6a-0199-c6cc-cdfb-40d75f91bb38
First observed: Jun 13, 2002
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.