B•••• K• J••••

Advisor at J••• M••••• S••••••••• L••

Plano, 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:89ae188a-7b9a-5fb9-029b-df4066dea10d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2007 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: Nov 17, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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
J••• M••••• S••••••••• L••	Wirehouse	Apr 5, 2023	n/a	yes	Plano, TX	Current employment
P•••••••• A•••••••	National bd RIA	Jun 28, 2022	Apr 5, 2023	no	DALLAS, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• A•••••••	J••• M••••• S••••••••• L••	Apr 5, 2023	Apr 5, 2023	0	Firm change	Ibd to wirehouse
A•••••• A••••••• S•••••••	P•••••••• A•••••••	May 3, 2021	Jun 28, 2022

Relationships

Registered with (6)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Apr 5, 2023 to presentfactForm ADV
→ P•••••••• A•••••••Registered adviserregistration: previous registration
Jun 28, 2022 to Apr 5, 2023factForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Oct 27, 2016 to May 3, 2021factForm ADV
→ G••••••••• W••••• A•••••••

Dated events

Occurred
Apr 5, 2023
Advisor changed firm
B•••• K• J•••• left P•••••••• A••••••• for J••• M••••• S••••••••• L•• (registered 2023-04-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89ae188a-7b9a-5fb9-029b-df4066dea10d
First observed: Dec 13, 2007
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.