J••••• T•••••

Advisor at J••• M••••• S••••••••• L••

SAN ANTONIO, TX

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:6615c113-70c1-0737-968f-4a74d34ae1aa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 4, 2011 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: Dec 13, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Jun 1, 2022	n/a	yes	SAN ANTONIO, TX	Current employment
B••••••• W••••• S••••••••	Independent wealth	Jan 21, 2021	May 13, 2022	no	SAN ANTONIO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• W••••• S••••••••	J••• M••••• S••••••••• L••	May 13, 2022	Jun 1, 2022	19	Firm change	RIA to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••••••• W••••• S••••••••	Jan 11, 2021	Jan 21, 2021

Relationships

Registered with (4)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Jun 1, 2022 to presentfactForm ADV
→ B••••••• W••••• S••••••••Registered adviserregistration: previous registration
Jan 21, 2021 to May 13, 2022factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 2, 2016 to Jan 11, 2021factForm ADV
→ U••• F•••••••• P••••••• S•••••••

Dated events

Occurred
May 13, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6615c113-70c1-0737-968f-4a74d34ae1aa
First observed: Jan 4, 2011
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.