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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-06-09 |
Branch Locations
577 W Nationwide Blvd Suite 302, Columbus, OH 43215 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 11/2010 | 06/2020 |
| Bank Of America, N.A. | Columbus | OH | 08/2015 | 06/2020 |
| Keebeck Wealth Management Llc | Columbus | OH | 06/2020 | 06/2021 |
| Summit Financial, Llc | Parsippany | NJ | 06/2021 | Present |
(1) Certified Financial Planner Board of Standards Inc: not investment related, 1425 K Street NW #800, Washington DC 2005; Mr. Anderson is a mentor for aspiring financial planners. Start date of relationship: 12/3/2018; Number of hours devoted: 2 hour(s) Monthly; Number of hours devoted during trading hours: 0; his position as a mentor is to support and assist CFP candidates on their path to certification. (2) Salmon M LLC: Investment related, located at 577 W Nationwide Blvd., Suite 302, Columbus OH, 43215. Mr. Anderson is a managing member/sole member of this LLC which was started on 12/14/22; his duties include general business operations. All funding is personal. This is a pass-through entity and is disregarded for tax purposes; used for his personal general investing purposes; holds his family's private security and other direct investments. Mr. Anderson devotes less than half an hour per month to this outside activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-27 |
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