P•••• K• E••••

Advisor at J••• M••••• S••••••••• L••

PORT ST. LUCIE, FL

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Search this name across graphsid dfx:ria:eeec7a00-0ff0-8627-70c1-f61686c4a17b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2000 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 public••• Locked
Industry start: May 2, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Oct 1, 2012	n/a	yes	PORT ST. LUCIE, FL	Current employment
C•••• I••••••••• S••••••• C••••	Former SEC adviser	Sep 5, 2012	Oct 1, 2012	no	WELLINGTON, FL\|ROYAL PALM BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• I••••••••• S••••••• C••••	J••• M••••• S••••••••• L••	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
L•• F•••••••• L••	C•••• I••••••••• S••••••• C••••	Jul 11, 2012	Sep 5, 2012

Relationships

Registered with (7)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Oct 1, 2012 to presentfactForm ADV
→ C•••• I••••••••• S••••••• C••••Registered adviserregistration: previous registration
Sep 5, 2012 to Oct 1, 2012factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 2, 2010 to Jul 11, 2012factForm ADV
→ P•• W••••• M•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eeec7a00-0ff0-8627-70c1-f61686c4a17b
First observed: Mar 27, 2000
Last observed: Sep 14, 2026 8 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.