J••• M••••••

Advisor at S••••••••• W•••••

Chardon, OH | S•••••, 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:8127e0bd-99ba-8f39-9b73-2117d08f8ab1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 4, 2003 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: S••••••••• W•••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• W•••••	Mixed wealth	Sep 6, 2023	n/a	yes	Chardon, OH\|S•••••, NJ	Current employment
S••••• W••••• P•••••••• L••	Independent wealth	Jul 8, 2016	Aug 23, 2023	no	CHARDON, OH\|ORLANDO, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• W••••• P•••••••• L••	S••••••••• W•••••	Aug 23, 2023	Sep 6, 2023	14	Firm change	RIA to RIA
S••••• W••••• P•••••••• L••	S••••• W••••• P•••••••• L••	Aug 19, 2016	Jul 8, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
134620:283648:FL:2016-08-19	Aug 19, 2016	Jul 8, 2016	ORLANDO, FL	Firm change after gap
165389:134620:OH:2016-03-26	Mar 26, 2016	Oct 26, 2015	BOARDMAN, OH	Firm change after gap

Relationships

Registered with (6)

→ S••••••••• W•••••Registered adviserregistration: current employment
Sep 6, 2023 to presentfactForm ADV
→ S••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 8, 2016 to Aug 23, 2023factForm ADV
→ S••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Oct 26, 2015 to Aug 19, 2016factForm ADV
→ S•• A••••••• N••••••• L••Registered adviser

Dated events

Occurred
Aug 23, 2023
Advisor changed firm
J••• M•••••• left S••••• W••••• P•••••••• L•• for S••••••••• W••••• (registered 2023-09-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8127e0bd-99ba-8f39-9b73-2117d08f8ab1
First observed: Sep 4, 2003
Last observed: Sep 15, 2026 7 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.