J••• G••••••

Advisor at M••••• S••••••

New York, NY

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:f0e912cc-e11f-9eff-b9db-c4dff63b9c49

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Apr 10, 2002 to Sep 18, 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 19, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Sep 16, 2026	n/a	yes	New York, NY	Current employment
M••••• S••••••	Wirehouse	Sep 16, 2026	n/a	yes	New York, NY	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Sep 17, 2026	Sep 16, 2026	-1	Firm change	Wirehouse to wirehouse
M••••• S••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 13, 2016	Oct 6, 2016

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Oct 13, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 6, 2016 to Sep 17, 2026factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Nov 28, 2007 to Jun 1, 2009factForm ADV
→ C••••••• I••••••••• S•••••••

Dated events

Occurred
Sep 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f0e912cc-e11f-9eff-b9db-c4dff63b9c49
First observed: Apr 10, 2002
Last observed: Sep 18, 2026 5 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.