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Luciano Michael Betman

Green Ridge Wealth Planning LLC

Montville, NJ

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Current Employers
Green Ridge Wealth Planning Llc

150 River Road Suite E3, Montville, NJ 07045 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-08-18
NH RA APPROVED 2025-06-27
  • NJ RA
    APPROVED
    Since 2025-08-18
  • NH RA
    APPROVED
    Since 2025-06-27

Branch Locations

150 River Road Suite E3, Montville, NJ 07045 • 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
Oratory Preparatory School Summit NJ 04/2015 05/2019
Loyola University Maryland Baltimore MD 08/2019 01/2024
Green Ridge Wealth Planning Montville NJ 01/2024 Present
Green Ridge Wealth Planning Llc Montville NJ 04/2025 Present
  • 04/2015 → 05/2019
    Oratory Preparatory School
    Summit, NJ
  • 08/2019 → 01/2024
    Loyola University Maryland
    Baltimore, MD
  • 01/2024 → Present
    Green Ridge Wealth Planning
    Montville, NJ
  • 04/2025 → Present
    Montville, NJ
Other Businesses

1) Just Pros Realty LLC; Investment Related; 488 Springfield Avenue Summit NJ 07901; real estate salesperson (referral) license which allows them to keep their license, but it is inactive. They can refer buyers/sellers to others with active licenses and may be paid a commission.; RE Salesperson (Referral); Can only refer, RE salesperson license is otherwise inactive.; Start date: 2025-06-26; Hours per month during trading hours: 0; Hours per month outside trading hours: 0.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-27
  • S65 Uniform Investment Adviser Law Examination
    2025-06-27

View on SEC IAPD

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