DFX Intelligence

J••••• L•••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J••••• L•••• P••••••

Advisor at J••• M••••• S••••••••• L••

Ponte Vedra Beach, FL

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:f4edb992-d8fc-af31-2b24-63608e7ec46a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Aug 10, 2022 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: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• M••••• S••••••••• L••	Wirehouse	Jul 20, 2026	n/a	yes	Ponte Vedra Beach, FL	Current employment
R•••• A•••••••• L••	Independent wealth	Sep 11, 2025	Jun 19, 2026	no	MCLEAN, VA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• A•••••••• L••	J••• M••••• S••••••••• L••	Jun 19, 2026	Jul 20, 2026	31	Firm change	RIA to wirehouse
M••••• W••••• M••••••••• L••	R•••• A•••••••• L••	Sep 5, 2025	Sep 11, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
123095:155649:MD:2024-11-21	Nov 21, 2024	Nov 21, 2024	STEVENSVILLE, MD	Firm change

Relationships

Registered with (4)

→ J••• M••••• S••••••••• L••Registered adviserregistration: current employment
Jul 20, 2026 to presentfactForm ADV
→ R•••• A•••••••• L••Registered adviserregistration: previous registration
Sep 11, 2025 to Jun 19, 2026factForm ADV
→ M••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 21, 2024 to Sep 5, 2025factForm ADV
→ B•• P•••• W•••••

Dated events

Occurred
Jun 19, 2026
Advisor changed firm
J••••• L•••• P•••••• left R•••• A•••••••• L•• for J••• M••••• S••••••••• L•• (registered 2026-07-20)
Form ADVobserved 7 days ago
Occurred
Sep 5, 2025
Advisor changed firm
J••••• L•••• P•••••• left M••••• W••••• M••••••••• L•• for R•••• A•••••••• L•• (registered 2025-09-11)
Form ADVobserved 7 days ago
Occurred
Nov 21, 2024
Advisor changed firm
J••••• L•••• P•••••• left B•• P•••• W••••• for M••••• W••••• M••••••••• L•• (registered 2024-11-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4edb992-d8fc-af31-2b24-63608e7ec46a
First observed: Aug 10, 2022
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.