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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-11-08 |
Branch Locations
324 Blackwell St. Suite 1130, Durham, NC 27701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gordon Asset Management, Llc | Durham | NC | 09/2012 | 11/2024 |
| Gordon Asset Management, Llc | Durham | NC | 09/2012 | 11/2024 |
| Summit Financial, Llc | Parsippany | NJ | 09/2024 | Present |
(1) Z & M Real Estate Holdings, LLC located at 35 Hampshire Lane,, Pinehurst, NC 28370; Co-Managing Member - passive investor/no duties; start date: 4/27/2021; 1 hour per month devoted to this other business; ) hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-08 |
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