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Advisor at LUMIERE FINANCIAL
Jersey City, NJ | NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| LUMIERE FINANCIAL | Independent wealth | May 5, 2022 | n/a | yes | NEW YORK, NY|Jersey City, NJ | Current employment |
| AMERITAS ADVISORY SERVICES, LLC | Bd affiliated wealth | Jan 24, 2022 | Jun 9, 2022 | no | New York, NY | Previous registration |
| FIDUCIARY TRUST INTERNATIONAL, LLC | Bank affiliated wealth | Dec 5, 2017 | Jan 25, 2022 | no | New York, NY|LINCOLN, MA|New York, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERITAS ADVISORY SERVICES, LLC | LUMIERE FINANCIAL | Jun 9, 2022 | May 5, 2022 | -35 | Firm change after gap | Ibd to new firm |
| FIDUCIARY TRUST INTERNATIONAL, LLC | AMERITAS ADVISORY SERVICES, LLC | Jan 25, 2022 | Jan 24, 2022 | -1 | Firm change | RIA to ibd |