S••• I•••••

Advisor at M••••• S••••••

Naples, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 25, 2013 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Feb 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jan 6, 2026	n/a	yes	Naples, FL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jun 20, 2022	Jan 4, 2026	no	Naples, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••• S••••••	Jan 4, 2026	Jan 6, 2026	2	Firm change	Wirehouse to wirehouse
T••••• A••••••• S•••••••• I•••	J••• M••••• S••••••••• L••	Mar 31, 2022	Jun 20, 2022

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Jan 6, 2026 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 20, 2022 to Jan 4, 2026factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 19, 2016 to Mar 31, 2022factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

Order

Occurred
4 Jan 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
31 Mar 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 25, 2013
Last observed: Sep 14, 2026 9 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.