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M•••••• J••• S••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor32 years in industry

M•••••• J••• S••••

Advisor at F•••

Clermont, FL | DELRAY BEACH, FL

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Search this name across graphsid dfx:ria:b0df0714-2368-2235-631c-98b41386e0cf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 0
Observed: Aug 13, 2002 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: F•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 8, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 12

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••	Independent wealth	Mar 24, 2025	n/a	yes	DELRAY BEACH, FL\|Clermont, FL	Current employment
P•••••••• M•••••• L••	Independent wealth	Nov 16, 2020	Oct 29, 2024	no	Clermont, FL\|Clermont, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• M•••••• L••	F•••	Oct 29, 2024	Mar 24, 2025	146	Firm change	RIA to RIA
E•••• I••••••••• T••• L••	P•••••••• M•••••• L••	Jun 1, 2020	Nov 16, 2020

Relationships

Registered with (12)

→ F•••Registered adviserregistration: current employment
Mar 24, 2025 to presentfactForm ADV
→ P•••••••• M•••••• L••Registered adviserregistration: previous registration
Nov 16, 2020 to Oct 29, 2024factForm ADV
→ E•••• I••••••••• T••• L••Registered adviserregistration: previous registration
Oct 15, 2019 to Jun 1, 2020factForm ADV
→ C••••••••• W•••••• L••

Dated events

Occurred
Oct 29, 2024
Advisor changed firm
M•••••• J••• S•••• left P•••••••• M•••••• L•• for Fmsa (registered 2025-03-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0df0714-2368-2235-631c-98b41386e0cf
First observed: Aug 13, 2002
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.