DFX Intelligence
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Reading the graph
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Advisor at J••••• M••••••••• S•••• L••
••• Locked
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| J••••• M••••••••• S•••• L•• | Bd affiliated wealth | Dec 15, 2023 | n/a | yes | Alexandria, VA|Washington, DC|Bethesda, MD | Current employment |
| U••••• B•••••••• S••••••• I•• | Bd affiliated wealth | Jan 14, 2020 | Dec 15, 2023 | no | VIENNA, VA|Charleston, SC|McLean, VA|Myrtle Beach, SC|Washington, DC|Lincolnton, NC|Arlington, NC|Fayetteville, NC |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U••••• B•••••••• S••••••• I•• | J••••• M••••••••• S•••• L•• | Dec 15, 2023 | Dec 15, 2023 | 0 | Firm change | Ibd to ibd |
| B••• S••••••••• L•• | U••••• B•••••••• S••••••• I•• | Jan 15, 2020 | Jan 14, 2020 |
| Previous registration |
| B••• S••••••••• L•• | Former SEC adviser | Jan 2, 2018 | Jan 15, 2020 | no | WASHINGTON, DC|CHARLOTTE, NC | Previous registration |
| B••• I••••••••• S•••••••• I••• | Former SEC adviser | Sep 19, 2011 | Jan 2, 2018 | no | BRISTOW, VA|ASHBURN, VA|FAIRFAX, VA|MANASSAS, VA|WOODBRIDGE, VA|MIDDLEBURG, VA|ARLINGTON, VA|FALLS CHURCH, VA|GAINESVILLE, VA|MANASSAS, VA|LAUREL, MD|MANASSAS, VA|ALEXANDRIA, VA|FAIRFAX, VA|ARLINGTON, VA|POOLESVILLE, MD|COLLEGE PARK, MD|BETHESDA, MD|CENTREVILLE, VA|HERNDON, VA|WOODBRIDGE, VA|STERLING, VA|SILVER SPRING, MD|SILVER SPRING, MD|GAITHERSBURG, MD|GERMANTOWN, MD|HYATTSVILLE, MD|FORESTVILLE, MD|FALLS CHURCH, VA|HAMILTON, VA|LOVETTSVILLE, VA|WOODBRIDGE, VA|MCLEAN, VA|WASHINGTON, DC|LEESBURG, VA|ALEXANDRIA, VA|FAIRFAX, VA|HAYMARKET, VA|MCLEAN, VA|PURCELLVILLE, VA|ALEXANDRIA, VA|CLINTON, MD|BOWIE, MD|VIENNA, VA|HERNDON, VA|ARLINGTON, VA|FORT WASHINGTON, MD|RESTON, VA|ALEXANDRIA, VA|ASHBURN, VA|HERNDON, VA|FAIRFAX, VA|SPRINGFIELD, VA|MITCHELLVILLE, MD|CAMP SPRINGS, MD|OXON HILL, MD|ANNANDALE, VA|CLIFTON, VA|WOODBRIDGE, VA|WASHINGTON, DC|WOODBRIDGE, VA|RESTON, VA|LARGO, MD|ROCKVILLE, MD|ROCKVILLE, MD|FAIRFAX, VA|FALLS CHURCH, VA|BOWIE, MD|CHANTILLY, VA|MCLEAN, VA|UPPER MARLBORO, MD|FAIRFAX, VA|WASHINGTON, DC|ALEXANDRIA, VA|ARLINGTON, VA|WASHINGTON, DC|FALLS CHURCH, VA|BURKE, VA|SILVER SPRING, MD|BELTSVILLE, MD|RESTON, VA|CHARLOTTE, NC|ALEXANDRIA, VA|ALEXANDRIA, VA|ALEXANDRIA, VA|SUWANEE, GA|OAKTON, VA|KENSINGTON, MD|MANASSAS, VA|FAIRFAX STATION, VA|WASHINGTON, DC|WASHINGTON, DC|FAIRFAX, VA | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Sep 21, 2010 | Sep 21, 2011 | no | ALEXANDRIA, VA | Previous registration |
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Apr 28, 2009 | Sep 28, 2010 | no | MINNEAPOLIS, MN|COLUMBIA, MD | Previous registration |
| S••••••• I••••••••• S•••••••• I••• | Former SEC adviser | Jun 28, 2005 | Apr 13, 2009 | no | LAUREL, MD|BALTIMORE, MD|ANNANDALE, VA|SILVER SPRING, MD|WASHINGTON, DC|FAIRFAX, VA|ALEXANDRIA, VA|ALEXANDRIA, VA|SPRINGFIELD, VA|MCLEAN, VA|VIENNA, VA|SILVER SPRING, MD|MANASSAS, VA|DISTRICT HEIGHTS, MD|LAUREL, MD|FALLS CHURCH, VA|NEW CARROLLTON, MD|SILVER SPRING, MD|DAMASCUS, MD|MARLOW HEIGHTS, MD|HYATTSVILLE, MD|ROCKVILLE, MD|WASHINGTON, DC|CHEVY CHASE, MD|POTOMAC, MD|BOWIE, MD|BETHESDA, MD|WASHINGTON, DC|ALEXANDRIA, VA|ARLINGTON, VA|WASHINGTON, DC|ARLINGTON, VA|WALDORF, MD|WOODBRIDGE, VA|POTOMAC, MD|WOODBRIDGE, VA|ARLINGTON, VA|HERNDON, VA|WOODBRIDGE, VA|ALEXANDRIA, VA|ALEXANDRIA, VA|GAITHERSBURG, MD|WASHINGTON, DC|LAUREL, MD|RIVERDALE, MD|BETHESDA, MD|ROCKVILLE, MD|BANDYWINE, MD|SPRINGFIELD, VA|FAIRFAX, VA|ANNANDALE, VA|ROCKVILLE, MD|ROCKVILLE, MD|ROCKVILLE, MD|CALIFORNIA, MD|LAUREL, MD|CHEVY CHASE, MD|ASHBURN, VA|ALEXANDRIA, VA|WASHINGTON, DC|WASHINGTON, DC|WASHINGTON, DC|UPPER MARLBORO, MD|BETHESDA, MD|WASHINGTON, DC|WASHINGTON, DC|LAUREL, MD|WASHINGTON, DC|WASHINGTON, DC | Previous registration |
| T••••• S••••••••• I••• | n/a | Mar 21, 2003 | Jul 15, 2005 | no | WASHINGTON, DC | Previous registration |
| M••••• S•••••• D• I••• | n/a | Oct 17, 1995 | Mar 27, 2003 | no | CHEVY CHASE, MD | Previous registration |
| -1 |
| Firm change |
| Ibd to RIA |
| B••• I••••••••• S•••••••• I••• | B••• S••••••••• L•• | Jan 2, 2018 | Jan 2, 2018 | 0 | Bulk transfer | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | B••• I••••••••• S•••••••• I••• | Sep 21, 2011 | Sep 19, 2011 | -2 | Firm change | Wirehouse to new firm |
| A••••••••• F•••••••• S•••••••• L•• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Sep 28, 2010 | Sep 21, 2010 | -7 | Firm change | Ibd to wirehouse |
| S••••••• I••••••••• S•••••••• I••• | A••••••••• F•••••••• S•••••••• L•• | Apr 13, 2009 | Apr 28, 2009 | 15 | Firm change | Other |
| T••••• S••••••••• I••• | S••••••• I••••••••• S•••••••• I••• | Jul 15, 2005 | Jun 28, 2005 | -17 | Firm change | Other |
| M••••• S•••••• D• I••• | T••••• S••••••••• I••• | Mar 27, 2003 | Mar 21, 2003 | -6 | Firm change | Other |