J••• E••• P••••

Advisor at S••••• W••••• M•••••••••

ST. PETERSBURG, 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:a1678fbd-29d5-2893-994a-f4357827fd26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 19, 2022 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: S••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• W••••• M•••••••••	Independent wealth	May 24, 2024	n/a	yes	ST. PETERSBURG, FL	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Apr 26, 2023	Apr 25, 2024	no	WEST HARTFORD, CT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	S••••• W••••• M•••••••••	Apr 25, 2024	May 24, 2024	29	Firm change	Ibd to RIA
P••• A••••• S••••••••• L••	M•• I•••••••• S•••••••• L••	Oct 6, 2022	Apr 26, 2023

Relationships

Registered with (3)

→ S••••• W••••• M•••••••••Registered adviserregistration: current employment
May 24, 2024 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 26, 2023 to Apr 25, 2024factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
May 19, 2022 to Oct 6, 2022factForm ADV

Dated events

Occurred
Apr 25, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1678fbd-29d5-2893-994a-f4357827fd26
First observed: May 19, 2022
Last observed: Sep 14, 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.