J••••• E••••

Advisor at I•••••• A•••••••• L••

Jupiter, FL | MERIDIAN, ID

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:da40aa19-f646-1b4f-6555-a70b165f596c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 8, 2010 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: I•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 3, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom 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
I•••••• A•••••••• L••	Independent wealth	Feb 10, 2026	n/a	yes	MERIDIAN, ID\|Jupiter, FL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jul 5, 2022	Jul 16, 2025	no	Palm Beach Gardens, FL\|Palm Beach, FL\|Jupiter, FL\|BOYNTON BEACH, FL\|WEST PALM BEACH, FL\|WELLINGTON, FL\|Wellington, FL\|WEST PALM BEACH, FL\|LAKE WORTH, FL\|Greenacres, FL\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|LAKE WORTH, FL\|LAKE WORTH, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL\|GREENACRES, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL\|LAKE WORTH, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL\|LAKE WORTH, FL\|ROYAL PALM BEACH, FL\|PALM BEACH, FL\|Palm Beach Gardens, FL\|WEST PALM BEACH, FL\|Palm Beach Gardens, FL\|BOYNTON BEACH, FL\|PALM BEACH, FL\|LAKE WORTH, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL\|WELLINGTON, FL\|WEST PALM BEACH, FL\|LAKE WORTH, FL\|WEST PALM BEACH, FL\|ROYAL PALM BEACH, FL\|WEST PALM BEACH, FL\|LAKE WORTH, FL\|WEST PALM BEACH, FL\|Palm Beach Gardens, FL\|Wellington, FL\|WEST PALM BEACH, FL\|Greenacres, FL\|WEST PALM BEACH, FL\|PALM BEACH GARDENS, FL\|BOYNTON BEACH, FL\|WEST PALM BEACH, FL\|LAKE WORTH, FL\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL\|LAKE WORTH, FL\|WELLINGTON, FL\|BOYNTON BEACH, FL\|LAKE WORTH, FL\|Greenacres, FL\|WEST PALM BEACH, FL\|Palm Beach Gardens, FL\|WEST PALM BEACH, FL\|PALM BEACH GARDENS, FL\|Wellington, FL\|WEST PALM BEACH, FL\|ROYAL PALM BEACH, FL\|LAKE WORTH, FL\|PALM BEACH GARDENS, FL\|PALM BEACH, FL\|LAKE WORTH, FL\|WEST PALM BEACH, FL\|LAKE WORTH, FL\|PALM BEACH GARDENS, FL\|WEST PALM BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	I•••••• A•••••••• L••	Jul 16, 2025	Feb 10, 2026	209	Firm change	Wirehouse to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	J••• M••••• S••••••••• L••	Jun 13, 2022	Jul 5, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:79:FL:2022-06-13	Jun 13, 2022	Jul 5, 2022	STUART, FL	Firm change

Relationships

Registered with (4)

→ I•••••• A•••••••• L••Registered adviserregistration: current employment
Feb 10, 2026 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 5, 2022 to Jul 16, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 25, 2011 to Jun 13, 2022factForm ADV
→ M••••• S••••••

Dated events

Occurred
Jul 16, 2025
Advisor changed firm
J••••• E•••• left J••• M••••• S••••••••• L•• for I•••••• A•••••••• L•• (registered 2026-02-10)
Form ADVobserved 7 days ago
Occurred
Jun 13, 2022
Advisor changed firm
J••••• E•••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for J••• M••••• S••••••••• L•• (registered 2022-07-05)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da40aa19-f646-1b4f-6555-a70b165f596c
First observed: Oct 8, 2010
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.