T••• A••••••••

Advisor at M••••• S••••••

Palm Beach, FL

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:97e3e35c-a9de-11ab-839a-4e0ff446c9bf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 1, 2000 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: Mar 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Aug 19, 2024	n/a	yes	Palm Beach, FL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jul 14, 2010	Aug 21, 2024	no	BOCA RATON, FL\|MIAMI, FL\|Palm Beach, FL\|BOCA RATON, FL\|Palm Beach, FL\|Boca Raton, FL\|Palm Beach, FL\|Ft. Lauderdale, FL\|Boca Raton, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••• S••••••	Aug 21, 2024	Aug 19, 2024	-2	Firm change	Wirehouse to wirehouse
L•• F•••••••• L••	J••• M••••• S••••••••• L••	Jun 22, 2010	Jul 14, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:149777:FL:2024-08-21	Aug 21, 2024	Aug 19, 2024	BOCA RATON, FL	Firm change

Relationships

Registered with (6)

→ M••••• S••••••Registered adviserregistration: current employment
Aug 19, 2024 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 14, 2010 to Aug 21, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 14, 2010 to Jun 22, 2010factForm ADV
→ F••••••••• L••

Dated events

Occurred
Aug 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97e3e35c-a9de-11ab-839a-4e0ff446c9bf
First observed: Oct 1, 2000
Last observed: Sep 14, 2026 9 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.