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675 Third Avenue Suite 920, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-28 |
| NY | RA | APPROVED | 2022-04-28 |
Branch Locations
675 Third Avenue Suite 920, New York, NY 10017 • United States
Jersey City, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Brooklyn | NY | 02/2016 | 11/2025 |
| Ebny Financial Llc | New York | NY | 09/2021 | 12/2021 |
| Sagepoint Financial, Inc. | New York | NY | 12/2021 | 12/2021 |
| Lumiere Financial Group Llc | New York | NY | 04/2022 | Present |
1) Independent Licensed Insurance Agent; Investment Related; New York, NY; October 2021; Life, Accident and Health 2) UM Technologies LLC dba Urbanmount LLC; Independent Contractor; Home Services Marketplace / Platform Operator; Non Investment Related; 90 State Street, Suite 700, Office 40, Albany, NY 12207; November 2025; 30 hours per month; 1.5 hours during trading hours; Offering Consulting, Business Development & Contractor Recruiting for home service platform; Contractor outreach and onboarding
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-15 |
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