DFX Intelligence
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Reading the graph
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Advisor at J••• M••••• S••••••••• L••
Columbus, OH
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•• | Wirehouse | Oct 29, 2025 | n/a | yes | Columbus, OH | Current employment |
| M••••• S•••••• | Wirehouse | Jan 2, 2025 | Jul 14, 2025 | no | Columbus, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M••••• S•••••• | J••• M••••• S••••••••• L•• | Jul 14, 2025 | Oct 29, 2025 | 107 | Firm change | Wirehouse to wirehouse |
| N••••••••• S••••••••• L•• | M••••• S•••••• | Feb 19, 2025 | Jan 2, 2025 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 79:149777:OH:2019-10-14 | Oct 16, 2019 | Nov 1, 2019 | COLUMBUS, OH | Firm change |
| No RAUM reported |
| Apr 5, 2024 |
| Feb 19, 2025 |
| no |
| COLUMBUS, OH|COLUMBUS, OH |
| Previous registration |
| M••••• S•••••• | Wirehouse | Nov 1, 2019 | Jan 10, 2024 | no | Columbus, OH|Columbus, OH | Previous registration |
| J••• M••••• S••••••••• L•• | Wirehouse | Jul 27, 2018 | Oct 16, 2019 | no | COLUMBUS, OH | Previous registration |
| -48 |
| Firm change after gap |
| Other |
| M••••• S•••••• | N••••••••• S••••••••• L•• | Jan 10, 2024 | Apr 5, 2024 | 86 | Firm change | Other |
| J••• M••••• S••••••••• L•• | M••••• S•••••• | Oct 16, 2019 | Nov 1, 2019 | 16 | Firm change | Wirehouse to wirehouse |