G••••••• V•••••

Advisor at J••• M••••• S••••••••• L••

Columbus, OH

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:963f632e-4289-0f54-5e5c-73865b783f8f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 21, 2021 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: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Mar 5, 2026	n/a	yes	Columbus, OH	Current employment
E••••• J••••	National bd RIA	Jun 6, 2025	Mar 3, 2026	no	COLUMBUS, OH\|Columbus, OH\|ST LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	J••• M••••• S••••••••• L••	Mar 3, 2026	Mar 5, 2026	2	Firm change	Ibd to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	E••••• J••••	Jun 9, 2025	Jun 6, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:250:OH:2025-06-02	Jun 9, 2025	Jun 6, 2025	COLUMBUS, OH	Firm change

Relationships

Registered with (4)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Mar 5, 2026 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jun 6, 2025 to Mar 3, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 13, 2023 to Jun 9, 2025factForm ADV
→ A••••••••• F•••••••• A••••••• I•••

Dated events

Occurred
Mar 3, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 9, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:963f632e-4289-0f54-5e5c-73865b783f8f
First observed: May 21, 2021
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.