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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 11/1989 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 11/1989 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Risk Management | Parsippany | NJ | 11/1989 | Present |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | Present |
1. Summit Financial. Investment Related. 4 Campus Drive, Parsippany NJ 07054. RIA. IAR. 11/1989. 180 hours per week. 160 during trading hours. Financial Planner. 2.Campus Fitness Solutions, LLC. Not investment related. 34 Crescent Place, Short Hills NJ 07078. Gym Management. Managing member. 6/2018. 15 hours per month, 4 during trading hours. Start up business. 3.Summit Risk Mgmt. Not investment related. 4 Campus Drive, Parsippany NJ 07054. Insurance agent. 11/1989. 50 hours per month, all during trading. Insurance Broker. 4. Insurance Compliance Agency. Not investment related. 290 W. Mount Pleasant Ave, Suite 2300, Livingston NJ 07039. Insurance agent. 11/1989. 50 hours per month, all during trading. Insurance broker. 5. KORE Insurance Holdings. Not Investment Related. 354 Eisenhower Parkway, Plaza 1, Livingston NJ 07039. Insurance. Broker. Start 6/2020. 1 hour per month during trading. Refer clients to KORE for property and causality insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-09-26 |
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