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1200 Preakness Avenue Suite B1200, Wayne, NJ 07470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-18 |
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 |
|---|---|---|---|---|
| Carey Financial, Llc | New York | NY | 12/2014 | 07/2017 |
| Aegis Capital Corp. | New York | NY | 08/2017 | 06/2024 |
| Pythagorus Inc. | Bardonia | NY | 06/2024 | 09/2025 |
| Lumida Wealth Management Llc | Wayne | NJ | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-01-29 |
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