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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-01-09
  • MI RA
    APPROVED
    Since 2024-01-09

Branch Locations

27755 Stansbury Blvd. Ste 150, Farmington Hills, MI 48334 • 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
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
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-11
  • S66 Uniform Combined State Law Examination
    2011-08-11
Other Names
  • Anne Nordloh
  • Erin Anne Mccullough

View on SEC IAPD

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