DFX Intelligence
Reading the graph
Reading the graph
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Advisor at J••• H•••••• I••••••••• M••••••••• L••
BOSTON, MA | Delray Beach, FL
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••• H•••••• I••••••••• M••••••••• L•• | Asset manager | May 28, 2026 | n/a | yes | Delray Beach, FL|BOSTON, MA | Current employment |
| P••••••• A••••••• L•• | Asset manager | Apr 24, 2025 | May 4, 2026 | no | BETHESDA, MD|DelRay, FL |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| P••••••• A••••••• L•• | J••• H•••••• I••••••••• M••••••••• L•• | May 4, 2026 | May 28, 2026 | 24 | Firm change | Other |
| A••••• A•••• M••••••••• U•• I••• | P••••••• A••••••• L•• | Apr 25, 2025 | Apr 24, 2025 |
| A••••• A•••• M••••••••• U•• I••• | Former SEC adviser | Jan 4, 2021 | Apr 25, 2025 | no | BOSTON, MA | Previous registration |
| A••••• P•••••• I••••••••• A•••• M••••••••• I••• | Former SEC adviser | Apr 20, 2006 | Dec 31, 2020 | no | BOSTON, MA | Previous registration |
| A••••• A•••• M••••••••• U•• I••• | Former SEC adviser | Nov 1, 2004 | Apr 20, 2006 | no | BOSTON, MA | Previous registration |
| -1 |
| Firm change |
| Other |
| A••••• P•••••• I••••••••• A•••• M••••••••• I••• | A••••• A•••• M••••••••• U•• I••• | Dec 31, 2020 | Jan 4, 2021 | 4 | Bulk transfer | Other |
| A••••• A•••• M••••••••• U•• I••• | A••••• P•••••• I••••••••• A•••• M••••••••• I••• | Apr 20, 2006 | Apr 20, 2006 | 0 | Bulk transfer | Other |