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Michael John Lehman

Premier Path Wealth Partners, LLC

Madison, NJ

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Current Employers
Premier Path Wealth Partners, Llc

7 Giralda Farms Suite 190, Madison, NJ 07940 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-05-01
TX RA APPROVED_RES 2023-05-01
  • NJ RA
    APPROVED
    Since 2023-05-01
  • TX RA
    APPROVED_RES
    Since 2023-05-01

Branch Locations

7 Giralda Farms Suite 190, Madison, NJ 07940 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Pierce, Fenner & Smith, Inc. Florham Park NJ 09/2010 Present
Bank Of America Na Florham Park NJ 03/2011 Present
Premier Path Wealth Partners Madison NJ 04/2023 Present
  • 09/2010 → Present
    Merrill Lynch Pierce, Fenner & Smith, Inc.
    Florham Park, NJ
  • 03/2011 → Present
    Bank Of America Na
    Florham Park, NJ
  • 04/2023 → Present
    Premier Path Wealth Partners
    Madison, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-02
S63 Uniform Securities Agent State Law Examination 1996-04-23
  • S66 Uniform Combined State Law Examination
    2004-01-02
  • S63 Uniform Securities Agent State Law Examination
    1996-04-23
Designations

View on SEC IAPD

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