D•••• F••••••

Advisor at J••• M••••• S••••••••• L••

TAMPA, FL | WESLEY CHAPEL, 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:d61e84f3-43d6-f99a-13e0-e4536972021b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jul 15, 2022 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: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Aug 5, 2024	n/a	yes	TAMPA, FL\|WESLEY CHAPEL, FL	Current employment
F••••• I•••••••••	Independent wealth	May 13, 2024	Jul 16, 2024	no	PLANO, TX\|Tampa, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	J••• M••••• S••••••••• L••	Jul 16, 2024	Aug 5, 2024	20	Firm change	RIA to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F••••• I•••••••••	May 13, 2024	May 13, 2024

Relationships

Registered with (4)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Aug 5, 2024 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
May 13, 2024 to Jul 16, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 20, 2023 to May 13, 2024factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Jul 16, 2024
Advisor changed firm
D•••• F•••••• left F••••• I••••••••• for J••• M••••• S••••••••• L•• (registered 2024-08-05)
Form ADVobserved 7 days ago
Occurred
May 13, 2024
Advisor changed firm
D•••• F•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for F••••• I••••••••• (registered 2024-05-13)
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Advisor changed firm
D•••• F•••••• left E•••••••• A•••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2023-04-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d61e84f3-43d6-f99a-13e0-e4536972021b
First observed: Jul 15, 2022
Last observed: Sep 15, 2026 7 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.