A•••• B••••

Advisor at J••• M••••• S••••••••• L••

Chicago, IL | San Antonio, 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 graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jun 7, 2016 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: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	May 6, 2025	n/a	yes	San Antonio, TX\|San Antonio, TX\|Chicago, IL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Oct 24, 2022	Apr 25, 2025	no	San Antonio, TX\|San Antonio, TX\|San Antonio, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	J••• M••••• S••••••••• L••	Apr 25, 2025	May 6, 2025	11	Firm change	Ibd to wirehouse
V•••••• C•••••• M••••••••• I•••	C•••••••• G••••• M•••••• I•••	Oct 24, 2022	Oct 24, 2022

Relationships

Registered with (3)

→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 7, 2016 to Apr 27, 2021factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Oct 24, 2022 to Apr 25, 2025factForm ADV
→ V•••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 3, 2021 to Oct 24, 2022factForm ADV

Dated events

Order

Occurred
25 Apr 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
24 Oct 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 7, 2016
Last observed: Sep 15, 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.