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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-09 |
Branch Locations
7755 Montgomery Road Suite 350, Cincinnati, OH 45326 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 06/2009 | 09/2016 |
| Fort Washington Investment Advisors, Inc. | Cincinnati | OH | 09/2016 | 08/2019 |
| Touchstone Securities | Cincinnati | OH | 03/2018 | 07/2019 |
| Wells Fargo Clearing Services, Llc | Cincinnatti | OH | 07/2019 | 03/2026 |
| Summit Financial, Llc | Parsippany | NJ | 03/2026 | Present |
1) LIFE PROPERTIES, LLC; INVESTMENT RELATED; WYOMING,OH; 50% OWNERSHIP; START DATE 04/20/2018; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; RUN RENTAL PROPERTY AND FINANCING. 2) LIFEHOMES, INVT RELATED, WYOMING, OH, 50% OWNERSHIP, START DATE 10/1/2019, 1 HR PER MONTH, 0 HRS DURING TRADING, FINANCE PROPERTIES. 3) 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. Adkins Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
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