J••• R• P••••••

Advisor at M••••• S••••••

Paramus, NJ

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:9a9f18b0-fed8-02e0-c345-194d3b1f4c0d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 13, 2020 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: Oct 1, 2014earliest 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jun 13, 2025	n/a	yes	Paramus, NJ	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Aug 30, 2022	Aug 23, 2024	no	MORRISTOWN, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• P••••••• A•• W•••••••• A•••••••	M••••• S••••••	Aug 23, 2024	Jun 13, 2025	294	Firm change	Ibd to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F••••••• P••••••• A•• W•••••••• A•••••••	Jun 20, 2022	Aug 30, 2022

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Jun 13, 2025 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Aug 30, 2022 to Aug 23, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 13, 2020 to Jun 20, 2022factForm ADV

Dated events

Occurred
Aug 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 20, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a9f18b0-fed8-02e0-c345-194d3b1f4c0d
First observed: Jan 13, 2020
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.