A••• T•••

Advisor · Advisor at J••• M••••• S••••••••• L••dual registered (broker-dealer)10 years in industry· Plano, TX

As of 2026-09-25 · this record's last observation

Relationships: 2
Dated events: 1
Observed: Jan 22, 2018 to Sep 25, 2026

As of 2026-09-25 · this record's last observation

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 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 26, 2026, 2:54 AM UTC and rebuilt at most every 15 minutes.

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: Nov 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Sep 17, 2026	n/a	yes	Plano, TX\|Plano, TX	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 22, 2018	Sep 24, 2026	no	WEST BLOOMFIELD, MI\|BLOOMFIELD HILLS, MI\|DEARBORN HEIGHTS, MI\|WEST BLOOMFIELD, MI\|FRISCO, TX\|BLOOMFIELD HILLS, MI\|FARMINGTON HILLS, MI\|BLOOMFIELD HILLS, MI\|Flower Mound, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	J••• M••••• S••••••••• L••	Sep 24, 2026	Sep 17, 2026	-7	Firm change	Wirehouse to wirehouse

Relationships

Registered with (2)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Sep 17, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 22, 2018 to Sep 24, 2026factForm ADV

Dated events

Order

Occurred
24 Sep 2026
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 22, 2018
Last observed: Sep 25, 2026 26 h 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.