DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Advisor at J••• M••••• S••••••••• L••
Myrtle Beach, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J••• M••••• S••••••••• L•• | Wirehouse | Apr 24, 2026 | n/a | yes | Myrtle Beach, SC | Current employment |
| W•••• F•••• A••••••• | Wirehouse | Aug 8, 2023 | Mar 20, 2026 | no | CHARLESTON, SC|MYRTLE BEACH, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | J••• M••••• S••••••••• L•• | Mar 20, 2026 | Apr 24, 2026 | 35 | Firm change | Wirehouse to wirehouse |
| C••••• F•••••••• P•••••••• L•• | W•••• F•••• A••••••• | Apr 6, 2023 | Aug 8, 2023 |
| C••••• F•••••••• P•••••••• L•• | Independent wealth | Aug 18, 2021 | Apr 6, 2023 | no | D••••• ISLAND, SC | Previous registration |
| T••••••• I••••••••• M••••••••• I••• | Bd affiliated wealth | Jun 3, 2019 | Nov 10, 2020 | no | HEATHROW, FL|Jacksonville, NC | Previous registration |
| E••••• J•••• | National bd RIA | Feb 4, 2013 | Aug 4, 2014 | no | ABERDEEN, NC|ST LOUIS, MO|ABERDEEN, NC|ST LOUIS, MO|ABERDEEN, NC|ST LOUIS, MO | Previous registration |
| 124 |
| Firm change |
| RIA to wirehouse |
| T••••••• I••••••••• M••••••••• I••• | C••••• F•••••••• P•••••••• L•• | Nov 10, 2020 | Aug 18, 2021 | 281 | Firm change | Ibd to RIA |
| E••••• J•••• | T••••••• I••••••••• M••••••••• I••• | Aug 4, 2014 | Jun 3, 2019 | 1,764 | Firm change after gap | Ibd to ibd |