T••• L• J••••••

Advisor at M••••• S••••••

Morristown, NJ

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:7fa947b4-1779-85aa-3821-3ae438d0a980

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jun 30, 2004 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jun 29, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Oct 10, 2023	n/a	yes	Morristown, NJ	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Sep 17, 2015	Sep 28, 2023	no	SUMMIT, NJ\|FLORHAM PARK, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Sep 28, 2023	Oct 10, 2023	12	Firm change	Wirehouse to wirehouse
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 15, 2015	Sep 17, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:149777:NJ:2023-09-25	Sep 28, 2023	Oct 10, 2023	FLORHAM PARK, NJ	Firm change
149777:7691:NJ:2015-09-15	Sep 15, 2015	Sep 17, 2015	SHORT HILLS, NJ	Firm change

Relationships

Registered with (6)

→ M••••• S••••••Registered adviserregistration: previous registration
May 15, 2013 to Sep 15, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 17, 2015 to Sep 28, 2023factForm ADV
→ F••••••••• S••••• D•• S••••• F•••••••• • A•••••••••Registered adviserregistration: previous registration
Jan 21, 2013 to May 7, 2013factForm ADV
→ G•••••••• W••••• M••••••••• L••

Dated events

Occurred
Sep 28, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fa947b4-1779-85aa-3821-3ae438d0a980
First observed: Jun 30, 2004
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.