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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-12-14
  • NJ RA
    APPROVED
    Since 2020-12-14

Branch Locations

4 Campus Drive, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jmj Sales Comapny Inc. Berkeley Heights NJ 05/1994 09/2018
Summit Equities, Inc. Parsippany NJ 09/2000 09/2018
Purshe Kaplan Sterling Investments Albany NY 09/2018 Present
Summit Financial Resources, Inc Parsippany NJ 09/2000 10/2018
Summit Financial, Llc Parsippany NJ 11/2020 Present
  • 05/1994 → 09/2018
    Jmj Sales Comapny Inc.
    Berkeley Heights, NJ
  • 09/2000 → 09/2018
    Summit Equities, Inc.
    Parsippany, NJ
  • 09/2018 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2000 → 10/2018
    Summit Financial Resources, Inc
    Parsippany, NJ
  • 11/2020 → Present
    Parsippany, NJ
Other Businesses

1) Summit Financial, LLC - RIA Investment Related. 4 Campus Drive Parsippany, NJ 07054, IAR / Office Manager, 11/2020. 160hrs/mo all during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-20
  • S66 Uniform Combined State Law Examination
    2020-11-20
Other Names
  • Christian Burnett Bonnesen

View on SEC IAPD

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