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Inactive

James F Lubin

Infiniti Wealth Management

Brewster, NY

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Current Employers
Infiniti Wealth Management

3 Starr Ridge Road Suite 103, Brewster, NY 10509 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-20
  • NY RA
    APPROVED
    Since 2021-08-20

Branch Locations

3 Starr Ridge Road Suite 103, Brewster, NY 10509 • 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
Lehman Brothers Inc. New York NY 06/1999 Present
Cboe New York NY 07/2011 04/2017
Beacon Hill Private Wealth Management Brewster NY 09/2016 Present
Infiniti Wealth Management Brewster NY 09/2016 Present
  • 06/1999 → Present
    Lehman Brothers Inc.
    New York, NY
  • 07/2011 → 04/2017
    Cboe
    New York, NY
  • 09/2016 → Present
    Beacon Hill Private Wealth Management
    Brewster, NY
  • 09/2016 → Present
    Infiniti Wealth Management
    Brewster, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-07-29
S63 Uniform Securities Agent State Law Examination 1985-12-30
  • S65 Uniform Investment Adviser Law Examination
    2011-07-29
  • S63 Uniform Securities Agent State Law Examination
    1985-12-30
Other Names
  • James Francis Lubin

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC

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JOSEPH A ARMISTO
Paul G Lavelle
Shomari A Linton
RAYMOND KHOURY
JAMES DANIEL CARRION
Amanda Karaqi

Other Offices

INTEGRATED WEALTH CONCEPTS LLC · BREWSTER, NY
SHEPHERD KAPLAN LLC · Brewster, NY
LPL FINANCIAL LLC · BREWSTER, NY
LPL FINANCIAL LLC · BREWSTER, NY
EDWARD JONES · BREWSTER, NY
J.P. MORGAN SECURITIES LLC · BREWSTER, NY
EAGLE STRATEGIES LLC · BREWSTER, NY
OSAIC WEALTH, INC. · BREWSTER, NY

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