D••••• J• M••••

Advisor at I••••••••• S••••• H•••••••• L••

••• Locked

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:dfa6d2a1-fa61-2c18-b7e6-deea69a5f048

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Sep 10, 2009 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••••••••• S••••• H•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 14, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Aug 27, 2025	n/a	yes	CHERRY HILL, NJ	Current employment
I••••••••• S••••• H•••••••• L••	Independent wealth	Jan 13, 2020	n/a	yes	Cherry Hill, NJ\|KING OF PRUSSIA, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• A•••••• G••••• L••	I••••••••• S••••• H•••••••• L••	Jan 14, 2020	Oct 25, 2019	-81	Firm change after gap	RIA to new firm
S••••••••• A•••••• A•••••••• I•••	P•••••• A•••••• G••••• L••	Aug 24, 2010	Jun 4, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
155216:300139:NJ:2020-01-14	Jan 14, 2020	Oct 25, 2019	CHERRY HILL, NJ	Firm change after gap

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Aug 27, 2025 to presentfactForm ADV
→ I••••••••• S••••• H•••••••• L••Registered adviserregistration: previous registration
Oct 25, 2019 to Nov 1, 2019factForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Jun 4, 2012 to Jan 14, 2020factForm ADV
→ S••••••••• A•••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dfa6d2a1-fa61-2c18-b7e6-deea69a5f048
First observed: Sep 10, 2009
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.