DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

J•••••• J••••• S••••

Advisor at J••••• M••••••••• S•••• L••

TOWSON, MD | Lutherville (Greenspring), MD

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Search this name across graphsid dfx:ria:c37864ed-6abd-0a6a-7dc9-f31e712a634d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 5, 1999 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: J••••• M••••••••• S•••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 3, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••••• M••••••••• S•••• L••	Bd affiliated wealth	Aug 8, 2012	n/a	yes	TOWSON, MD\|Lutherville (Greenspring), MD	Current employment
M••••• S••••••	Wirehouse	Jun 1, 2009	Aug 16, 2012	no	Alexandria, VA\|ALEXANDRIA, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	J••••• M••••••••• S•••• L••	Aug 16, 2012	Aug 8, 2012	-8	Firm change	Other
C•••••••• G••••• M•••••• I•••	M••••• S••••••	Jun 1, 2009	Jun 1, 2009

Relationships

Registered with (6)

→ J••••• M••••••••• S•••• L••Registered adviserregistration: current employment
Aug 8, 2012 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Aug 16, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Feb 21, 2006 to Jun 1, 2009factForm ADV
→ L••• M•••• W••• W•••••• I•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c37864ed-6abd-0a6a-7dc9-f31e712a634d
First observed: Feb 5, 1999
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.