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1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-26 |
Branch Locations
1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States
1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Weehawken | NJ | 12/2014 | 09/2022 |
| Fidelity Personal And Workplace Advisors | Millburn | NJ | 01/2023 | 12/2024 |
| Unemployed | Englewood | NJ | 01/2025 | 09/2025 |
| Lumida Wealth Management Llc | Wayne | NJ | 10/2025 | Present |
| Unemployed | N/A | XX | 10/2022 | 12/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-10 |
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