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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personal Cfo Solutions, Llc | Chester | NJ | 05/2016 | 11/2017 |
| Fidelity Brokerage Services Llc | Bridgewater | NJ | 11/2017 | 05/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2022 |
| Summit Financial, Llc | Parsippany | NJ | 05/2022 | 11/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2022 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2024 | Present |
1) SUMMIT FINANCIAL, LLC. Investment Related. Located at 4 Campus Drive, 2nd Floor,Parsippany, NJ 07054. Nature - RIA. Position - Wealth Advisor.. Start - 5/2022. 160 hours per month, all during trading hours. Duties - financial planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-24 |
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