Margaret Rowell Anderson

Current Employers

Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-12-19
MD	RA	APPROVED	2023-12-18

NJ RA
APPROVED

Since 2023-12-19
MD RA
APPROVED

Since 2023-12-18

Branch Locations

Millersville, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Symphonic Securities Llc	New York	NY	05/2009	12/2023
Symphonic Financial Advisors Llc	New York	NY	05/2009	12/2023
Summit Financial, Llc	Parsippany	NJ	12/2023	Present

05/2009 → 12/2023

Symphonic Securities Llc

New York, NY
05/2009 → 12/2023

Symphonic Financial Advisors Llc

New York, NY
12/2023 → Present

Summit Financial, Llc

Parsippany, NJ

Previous Registrations

2009-05-11 → 2023-12-20

Symphonic Financial Advisors Llc

New York, NY

Lutherville, MD
2002-12-20 → 2009-03-05

Banc Of America Investment Services, Inc.

Towson, MD

Baltimore, MD

Baltimore, MD

Baltimore, MD

Other Businesses

(1) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Ms. Anderson Earns Both Cash and Non-Cash Compensation Based On Sales Of These Products.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-12-19
S63	Uniform Securities Agent State Law Examination	2002-05-10

S66 Uniform Combined State Law Examination

2002-12-19
S63 Uniform Securities Agent State Law Examination

2002-05-10

Other Names

Margaret Ellen Rowell
Meg Anderson

View on SEC IAPD