A••••• T•••••

Advisor at M••••• S••••••

PURCHASE, NY

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:ba0cfcb8-4b85-e42d-5e81-4381a63eacde

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 29, 2023 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: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jun 11, 2025	n/a	yes	PURCHASE, NY	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Apr 15, 2024	Jun 5, 2025	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••• S••••••	Jun 5, 2025	Jun 11, 2025	6	Firm change	Wirehouse to wirehouse
M••••••••• A•••••••• L••	J••• M••••• S••••••••• L••	Feb 28, 2024	Apr 15, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
79:149777:NY:2025-06-01	Jun 5, 2025	Jun 11, 2025	NEW YORK, NY	Firm change

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Jun 11, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 15, 2024 to Jun 5, 2025factForm ADV
→ M••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 12, 2024 to Feb 28, 2024factForm ADV
→ T••••••• I••••••••• M••••••••• I•••

Dated events

Occurred
Jun 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 28, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ba0cfcb8-4b85-e42d-5e81-4381a63eacde
First observed: Jun 29, 2023
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.