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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-11 |
Branch Locations
5000 Birch Street Suite 100, Newport Beach, CA 92660 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Torrance | CA | 10/2012 | 02/2019 |
| Western International Securities, Inc. | Pasadena | CA | 02/2019 | 05/2023 |
| Summit Financial D/B/A Clarity Capital Partners Llc | Newport Beach | CA | 05/2023 | 07/2025 |
| Jpmorgan Chase | Torrance | CA | 02/2010 | 02/2019 |
| American Trust Investment Services, Inc. | Newport Beach | CA | 05/2023 | 07/2025 |
| Summit Financial D/B/A Clarity Capital Partners Llc | Newport Beach | CA | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2025 | Present |
1. Summit Financial d/b/a Clarity Capital Partners, LLC. Investment-related. At registered location. RIA. VP Wealth Mgmt. 07/2025. 120 hrs/month. 120 hrs during trading hrs. Trading, financial planning, client meetings, etc. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 10 hrs/month. 10 hrs during trading hrs. Provide insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-29 |
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