SourcingSourcing

LUM, MATTHEW, JON

A78
IAR CRD 1622477·Industry start 1987-06-01

Identity

Legal name
LUM, MATTHEW, JON
CRD
1622477
NPN
—

Career

Previous employments
CETERA ADVISOR NETWORKS LLC2017-11-01
GIRARD SECURITIES, INC.2004-03-09
Current branches
INDEPENDENT FINANCIAL GROUP, LLC
VIDA WEALTH PARTNERS, INC.
Designations
—
Education
—

BrokerCheck signals

Industry start
1987-06-01
Est. age
61
Age confidence
—
Est. birth year
1965
BC active
Yes
IA active
Yes
Disclosures
No
Private residence
No

Firm affiliations

2
VIDA WEALTH PARTNERS, INC.
IAR · Direct Owner · 87.5% ownership
CRD 140824
INDEPENDENT FINANCIAL GROUP, LLC
IAR
CRD 7717