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Inactive

Reegan Ronald Capozzoli

Lumida Wealth Management LLC

Wayne, NJ

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Current Employers
Lumida Wealth Management Llc

1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-05-13
  • NJ RA
    APPROVED
    Since 2026-05-13

Branch Locations

1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 09/2024 04/2026
Student Wayne NJ 09/2013 06/2020
Wayne Animal Shelter Wayne NJ 09/2019 09/2021
New Life Floor Coverings Wayne NJ 12/2020 10/2022
Stockton University Galloway NJ 09/2020 05/2024
Unemployed Wayne NJ 06/2024 08/2024
Lumida Wealth Management Llc Wayne NJ 04/2026 Present
  • 09/2024 → 04/2026
    Equitable Advisors, Llc
    New York, NY
  • 09/2013 → 06/2020
    Student
    Wayne, NJ
  • 09/2019 → 09/2021
    Wayne Animal Shelter
    Wayne, NJ
  • 12/2020 → 10/2022
    New Life Floor Coverings
    Wayne, NJ
  • 09/2020 → 05/2024
    Stockton University
    Galloway, NJ
  • 06/2024 → 08/2024
    Unemployed
    Wayne, NJ
  • 04/2026 → Present
    Lumida Wealth Management Llc
    Wayne, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-09
  • S66 Uniform Combined State Law Examination
    2024-12-09
Other Names
  • Reegan Capozzoli

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
EDWARD JONES
HIGHLAND FINANCIAL ADVISORS, LLC
STEWARD PARTNERS INVESTMENT ADVISORY, LLC

Other Investors

BETH ELLEN BRADEN-CORN
MARK SZWAGULINSKI
WALTER JAY GOLCZEWSKI
JOHN PAUL BARBARY
ERIC R LEVENS
GEORGE RICHARD BARNES
NEIL FRANCIS BURKE
Maria Mark

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Wayne, NJ
TD PRIVATE CLIENT WEALTH LLC · Pompton Plains, NJ
CETERA INVESTMENT ADVISERS LLC · WAYNE, NJ
LPL ENTERPRISE, LLC · RIVERDALE, NJ
J.P. MORGAN SECURITIES LLC · Pompton Plains, NJ
EDWARD JONES · POMPTON PLAINS, NJ
HIGHLAND FINANCIAL ADVISORS, LLC · RIVERDALE, NJ
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · RIVERDALE, NJ

More in Wayne, NJ

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