H••••••• I•••

Advisor at J••• M••••• S••••••••• L••

Clayton, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6329ebaa-5162-90ff-16a0-fdae943f8260

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 7, 2019 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: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Mar 10, 2026	n/a	yes	Clayton, MO	Current employment
A••••••• H••••••• • C•	Independent wealth	Feb 7, 2019	Jan 10, 2024	no	ST LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• H••••••• • C•	J••• M••••• S••••••••• L••	Jan 10, 2024	Mar 10, 2026	790	Firm change after gap	RIA to wirehouse

Relationships

Registered with (2)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Mar 10, 2026 to presentfactForm ADV
→ A••••••• H••••••• • C•Registered adviserregistration: previous registration
Feb 7, 2019 to Jan 10, 2024factForm ADV

Dated events

Occurred
Jan 10, 2024
Advisor changed firm
H••••••• I••• left A••••••• H••••••• • C• for J••• M••••• S••••••••• L•• (registered 2026-03-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6329ebaa-5162-90ff-16a0-fdae943f8260
First observed: Feb 7, 2019
Last observed: Sep 14, 2026 8 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.