G•••••• M•••

Advisor at J••• M••••• S••••••••• L••

New York, NY | Miami, FL

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:cb4944b0-0ac5-4555-c22f-f45de0612887

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 29, 2020 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: Sep 9, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Jul 14, 2026	n/a	yes	Miami, FL\|New York, NY\|Miami, FL	Current employment
P•••• C•••••• M••••••••• L••	Asset manager	Sep 25, 2020	Mar 30, 2026	no	BOCA RATON, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• C•••••• M••••••••• L••	J••• M••••• S••••••••• L••	Mar 30, 2026	Jul 14, 2026	106	Firm change	Other
T• R••• P•••• A••••••••• I•••	P•••• C•••••• M••••••••• L••	Aug 31, 2020	Sep 25, 2020

Relationships

Registered with (3)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ P•••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 25, 2020 to Mar 30, 2026factForm ADV
→ T• R••• P•••• A••••••••• I•••Registered adviserregistration: previous registration
Jul 29, 2020 to Aug 31, 2020factForm ADV

Dated events

Occurred
Mar 30, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb4944b0-0ac5-4555-c22f-f45de0612887
First observed: Jul 29, 2020
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.