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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-05-07 |
Branch Locations
27555 Executive Drive, Suite 190, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Farmington Hills | MI | 08/2011 | 05/2021 |
| Summit Financial, Llc | Parsippany | NJ | 05/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2021 | 03/2023 |
| Private Client Services | Farmington Hills | MI | 03/2023 | 12/2024 |
1) City of South Lyon. 335 S Warren St, South Lyon, MI 48178. Serve on Planning Commission. 4 hrs/mo; 0 during trading hrs. 2) Summit Financial DBA Vardhan Wealth Management. 27555 Executive Drive, Suite 190, Farmington Hills, MI 48331. IRA. 160 hrs/mo; 160 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-14 |
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