E••• J• H••••

Advisor at M••••• S••••••

••• Locked

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:a382068b-59f8-55b4-4c1b-0274845a1558

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2006 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 10, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jan 5, 2015	n/a	yes	Chicago, IL\|Jackson, MI\|Ann Arbor, MI	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 4, 2011	Jan 5, 2015	no	CHICAGO, IL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Jan 5, 2015	Jan 5, 2015	0	Firm change	Wirehouse to wirehouse
R•••• A••••••• S•••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Dec 18, 2007	Oct 4, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:149777:IL:2015-01-05	Jan 5, 2015	Jan 5, 2015	CHICAGO, IL	Firm change

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Jan 5, 2015 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 4, 2011 to Jan 5, 2015factForm ADV
→ R•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 31, 2007 to Dec 18, 2007factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a382068b-59f8-55b4-4c1b-0274845a1558
First observed: Oct 10, 2006
Last observed: Sep 15, 2026 7 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.