Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 11/2009 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 11/2009 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | Present |
1. Summit Financial, LLC.-Investment related- a/o 3/1/24: 29 Laidlaw Avenue, #2, Jersey City, NJ 07306-RIA/Planning-Sr. Financial Consultant (Advisor)-11/2009-160 hrs/mth-100% during trading hrs- Money management, Financial planning. 2. Offers insurance as a broker or agent through numerous insurance companies. Some sales are through Summit Risk Management, LLC an affiliated company which is licensed to sell various insurance products. Mr. Kashlan earns both cash and non-cash compensation based on sales of these products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
| S65 | Uniform Investment Adviser Law Examination | 2001-07-20 |
Reach out to this advisor