DFX Intelligence

G••••• M• V•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

G••••• M• V•••••••

Advisor at J••• M••••• S••••••••• L••

FARMINGVILLE, NY | SELDEN, NY

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 10, 2014 to Sep 15, 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: Apr 7, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom 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 5, 2018	n/a	yes	SELDEN, NY\|FARMINGVILLE, NY	Current employment
H••• S••••••••• •••• I•••	Bd affiliated wealth	Dec 10, 2014	Sep 4, 2018	no	HUNTINGTON, NY\|HUNTINGTON STATION, NY\|LAKE RONKONKOMA, NY\|BELLPORT, NY\|MASTIC, NY\|OYSTER BAY, NY\|MELVILLE, NY\|LAKE RONKONKOMA, NY\|HUNTINGTON STATION, NY\|EAST NORTHPORT, NY\|HUNTINGTON, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••• S••••••••• •••• I•••	J••• M••••• S••••••••• L••	Sep 4, 2018	Sep 5, 2018	1	Firm change	Ibd to wirehouse

Relationships

Registered with (2)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Sep 5, 2018 to presentfactForm ADV
→ H••• S••••••••• •••• I•••Registered adviserregistration: previous registration
Dec 10, 2014 to Sep 4, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 10, 2014
Last observed: Sep 15, 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.