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1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-03-26 |
Branch Locations
1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Keller Williams | Marlboro | NJ | 03/2014 | 07/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westfield | NJ | 07/2017 | 08/2018 |
| Jpmorgan Chase Bank, N.A. | Red Bank | NJ | 08/2018 | 03/2025 |
| Lumida Wealth Management Llc | Wayne | NJ | 03/2026 | Present |
| Unemployed | Manalapan | NJ | 04/2025 | 02/2026 |
| Axa Advisors, Llc | New York | NY | 07/2015 | 07/2017 |
1) Acquaviva Ventures LLC; Not investment-related; Manalapan, NJ 07726; President; Rental property holding company; LLC used to facilitate expense management for approximately 20 residential properties owned by family business; Less than 5% of time per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-08 |
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