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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-21 |
Branch Locations
19775 Belmont Executive Plaza Suite 320, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magec Of Va Inc | Sterling | VA | 01/1988 | 12/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2015 | 06/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2015 | 06/2023 |
| Summit Financial, Llc | Parsippany | NJ | 06/2023 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2023 | Present |
1) Summit Financial d/b/a Lifetime Wealth Management; Yes; At Registered Location; RIA; Advisor; 07/2023; 160; 120; Financial Advisor, Develop and meet with clients 2) Fixed Insurance; Yes; At Registered Location; Fixed / Traditional Insurance; Agent; 06/2023; 10; 10; Sales of Fixed / Traditional insurance products 3) Healing Hearts Respite Foundation; No; PO Box 168 Haymarket, VA 20168; Other; Board Member; 05/2015; 2; 0; Assist in running the foundation 4) Loudoun County OPEB Board; No; 1 Harrison Street SE Leesburg, VA 20175; Monitor and review retirement pension plan; Citizen Representative; 01/2017; .5; .5; Board member who oversees plan performance. No investment recommendations are made 5) Intellishop; No; 2025 Michael Owens Way Perrysburg, OH 43551; Visit various businesses, evaluate and answer questions in a report; Mystery Shopper; 10/2017; .5; 0; Report findings in writing and by photo according to guidelines provided to me recommendations are made 6) 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. MR. MAGED EARNS BOTH CASH AND NON-CASH COMPENSATION BASED ON SALES OF THESE PRODUCTS. 7) Jaskol Asset Advisors, LLC: Managing Member; Nature of business: Create fee for service business succession plans; Address: 900 Rte 168, Ste A7, Turnersville, NJ 08102; Start: March, 2025. 10 hours per month devoted to this activity; 5 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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