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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-25
  • IL RA
    APPROVED
    Since 2024-09-25

Branch Locations

1650 N. Arlington Heights Road Suite 204, Arlington Heights, IL 60004 • United States

1580 South Milwaukee Avenue Suite 605, Libertyville, IL 60048 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
World Equity Group, Inc. Schaumburg IL 04/2011 Present
Midway Wealth Partners, Llc Arlington Heights IL 01/2023 04/2025
Summit Financial, Llc Parsippany NJ 09/2024 Present
World Equity Group, Inc. Schaumburg NJ 08/2011 04/2025
  • 04/2011 → Present
    World Equity Group, Inc.
    Schaumburg, IL
  • 01/2023 → 04/2025
    Midway Wealth Partners, Llc
    Arlington Heights, IL
  • 09/2024 → Present
    Parsippany, NJ
  • 08/2011 → 04/2025
    World Equity Group, Inc.
    Schaumburg, NJ
Previous Registrations
  • 2023-01-20 → 2025-04-24
    Midway Wealth Partners, Llc
    Arlington Heights, IL
Other Businesses

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. Mr. Ryan Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. 2. Midway Wealth Partners-DBA, Investment Related, Started 8/2020,Approx 50 hrs/mo, all during trading hours, 1650 Arlington Heights Rd., Ste. 204, Arlington Heights, IL 60004, Rebranding current team to market the same services as WEG, Position: Financial Advisor, Duties: Financial Advisor duties serving clients. 3) Author, Not Investment Related, 835 Interlaken Lane, Libertyville, IL 60048, wrote a book in 2022 available on Amazon, duties include monitoring distribution of book. Approx. Hrs/Mo:1. Approx. Hrs/Mo during trading hours: 0.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-10
  • S66 Uniform Combined State Law Examination
    2011-06-10

View on SEC IAPD

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