Y•• J••••

Advisor at J••• M••••• S••••••••• L••

••• 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 graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 16, 2017 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: Feb 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Mar 19, 2024	n/a	yes	Bellevue, WA\|KIRKLAND, WA\|SAMMAMISH, WA\|KIRKLAND, WA\|KIRKLAND, WA\|REDMOND, WA\|WOODINVILLE, WA\|BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA\|SAMMAMISH, WA\|BOTHELL, WA\|BOTHELL, WA\|Newcastle , WA\|KENT, WA\|Bellevue, WA\|BELLEVUE, WA\|RENTON, WA\|RENTON, WA\|SNOQUALMIE, WA\|MERCER ISLAND, WA\|KENT, WA\|ISSAQUAH, WA\|NEWCASTLE, WA\|COVINGTON, WA\|RENTON, WA\|ISSAQUAH, WA\|MAPLE VALLEY, WA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jun 9, 2022

Moves

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From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	J••• M••••• S••••••••• L••	Mar 12, 2024	Mar 19, 2024	7	Firm change	Wirehouse to wirehouse
C••••• I••••••••• A••••••• L••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	May 27, 2022

Relationships

Registered with (3)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Mar 19, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 9, 2022 to Mar 12, 2024factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jul 22, 2021 to May 27, 2022factForm ADV

Dated events

Order

Occurred
12 Mar 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
27 May 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: May 16, 2017
Last observed: Sep 15, 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.