M•••••• N•••••

Advisor at J••• M••••• S••••••••• L••

CORTE MADERA, CA

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Search this name across graphsid dfx:ria:6b75bae1-912a-8af2-d91d-4048c7c8959b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2021 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: Oct 12, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Jun 27, 2024	n/a	yes	CORTE MADERA, CA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jun 24, 2021	Jan 23, 2024	no	Fountain Valley, CA\|SAN RAFAEL, CA\|Mill Valley, CA\|Mill Valley, CA\|San Francisco, CA\|FRESNO, CA\|San Francisco, CA\|San Francisco, CA\|San Francisco, CA\|San Francisco, CA\|Marina Del Rey, CA\|Los Angeles, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	J••• M••••• S••••••••• L••	Jan 23, 2024	Jun 27, 2024	156	Firm change	Ibd to wirehouse

Relationships

Registered with (2)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Jun 27, 2024 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jun 24, 2021 to Jan 23, 2024factForm ADV

Dated events

Occurred
Jan 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b75bae1-912a-8af2-d91d-4048c7c8959b
First observed: Jun 24, 2021
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.