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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-06 |
Branch Locations
443 N. Franklin Street Suite 210, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everest Consultants, Llc | Syracuse | NY | 08/2005 | 05/2025 |
| Summit Financial, Llc | Parsippany | NJ | 03/2025 | Present |
(1) 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. Ms. Lombardi Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (2) A.P. Lombardi Group, LLC: Investment-related, financial; Receives commissions from insurance products. Owner/Managing Member; Duties: This entity receives income from commission trails for previous insurance sales business. Issue check to Everest (DBA at Summit) for trail commissions. Issue annual 1099 to Everest. Address: 443 N. Franklin Street, Suite 210, Syracuse, NY 13204; Start: August, 2007; 0-5 hours per year; 0-5 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-11 |
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