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G••••••• T••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

G••••••• T••••••••

Advisor at J••• M••••• S••••••••• L••

MORRISTOWN, NJ | Westfield, NJ

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Search this name across graphsid dfx:ria:e4357084-cc96-ce3e-c621-1181290ff8ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 19, 2010 to Sep 14, 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 30, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Oct 10, 2025	n/a	yes	Westfield, NJ\|MORRISTOWN, NJ	Current employment
M••••• S••••••	Wirehouse	Jun 24, 2022	Oct 1, 2025	no	New York, NY\|Red Bank, NJ\|Old Bridge, NJ

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	J••• M••••• S••••••••• L••	Oct 1, 2025	Oct 10, 2025	9	Firm change	Wirehouse to wirehouse
J••• M••••• S••••••••• L••	M••••• S••••••	Jun 21, 2022

Relationships

Registered with (3)

→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Dec 8, 2014 to Jun 21, 2022factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 24, 2022 to Oct 1, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 14, 2012 to Nov 25, 2014factForm ADV

Dated events

Occurred
Oct 1, 2025
Advisor changed firm
G••••••• T•••••••• left M••••• S•••••• for J••• M••••• S••••••••• L•• (registered 2025-10-10)
Form ADVobserved 6 days ago
Occurred
Jun 21, 2022
Advisor changed firm
G••••••• T•••••••• left J••• M••••• S••••••••• L•• for M••••• S•••••• (registered 2022-06-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4357084-cc96-ce3e-c621-1181290ff8ab
First observed: Jan 19, 2010
Last observed: Sep 14, 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.