LUM MATTHEW JON appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LUM MATTHEW JON appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | VIDA WEALTH PARTNERS, INC. | PRESIDENT | SANTA BARBARA, CA |
| — | Form ADV | DBN WEALTH MANAGEMENT, LLC | PARTNER & CHIEF COMPLIANCE OFFICER | SANTA BARBARA, CA |