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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-01-09 |
Branch Locations
27755 Stansbury Blvd. Ste 150, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Pleasant Ridge | MI | 03/2016 | 12/2017 |
| Somerset Financial Group | Troy | MI | 04/2016 | 09/2016 |
| Raymond James & Associates, Inc. | Bloomfield Hills | MI | 12/2017 | 06/2022 |
| Wells Fargo Clearing Services, Llc | Farmington Hills | MI | 06/2022 | 04/2023 |
| Summit Financial, Llc | Parsippany | MI | 04/2023 | Present |
| Private Client Services | Farmington Hills | MI | 02/2025 | Present |
1) Great Lakes Private Wealth. 27755 Stansbury Blvd, Suite 150, Farmington Hills, MI 48334. Great Lakes Private Wealth in an independent advisory firm. Wealth Relationship Manager. 160 hrs/mo; 130 during trading hrs. 2) Summit Financial. 4 Campus Drive, Parsippany, NJ 07054. RIA. 160 hrs/mo; 130 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-11 |
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