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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-04 |
Branch Locations
10900 Manchester Rd Suite 100, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Client Services | Kirkwood | MO | 06/2023 | Present |
| Tap Consulting Llc Dba Genex Consulting | Kirkwood | MO | 06/2023 | 03/2025 |
| Edward Jones | St. Louis | MO | 11/2013 | 06/2023 |
| Summit Financial, Llc | Parsippany | NJ | 11/2024 | Present |
1) F3 Nation: Board Member - "Head of Sectors" non-investment related; Charitable 501(C)(3) organization; 146 Winter Lake Blvd, Fenton, MO 63026. Men's leadership development training. Lead specific weekend trainings. start: 06/2025; 8hrs/mo; 0 during trading hrs; 2) Summit Financial dba Genex Consulting; Investment related; 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 11/01/2024; Hours per month: 150; Hours during trading: 100; Duties: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-01 |
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