J••• F• Z•••••

Advisor at J••• M••••• S••••••••• L••

Miami, FL

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:63c9ad4f-874f-8b3c-9cf1-f090b28754dc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 10, 2026 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: Aug 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	Sep 9, 2026	n/a	yes	Miami, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Apr 10, 2026	Aug 25, 2026	no	Miami, FL\|Miami, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	J••• M••••• S••••••••• L••	Aug 25, 2026	Sep 9, 2026	15	Firm change	Ibd to wirehouse

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:79:FL:2026-08-21	Aug 25, 2026	Sep 9, 2026	MIAMI, FL	Firm change

Relationships

Registered with (2)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Apr 10, 2026 to Aug 25, 2026factForm ADV

Dated events

Occurred
Aug 25, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63c9ad4f-874f-8b3c-9cf1-f090b28754dc
First observed: Apr 10, 2026
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.