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Current Employers
Glen Eagle Advisors, Llc

4422C Route 27, Kingston, NJ 08528-0399 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-02-04
NC RA APPROVED 2019-02-01
  • NJ RA
    APPROVED
    Since 2019-02-04
  • NC RA
    APPROVED
    Since 2019-02-01

Branch Locations

4422C Route 27, Kingston, NJ 08528-0399 • 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
Summit Financial Resources, Inc. Parsippany NJ 04/2016 09/2018
Summit Equities, Inc. Parsippany NJ 04/2016 12/2018
Purshe Kaplan Sterling Investments, Inc Albany NY 09/2018 01/2019
Summit Financial, Llc Parsippany NJ 12/2018 01/2019
Glen Eagle Advisors, Llc Kingston NJ 02/2019 Present
Glen Eagle Wealth, Llc Kingston NJ 02/2019 Present
  • 04/2016 → 09/2018
    Summit Financial Resources, Inc.
    Parsippany, NJ
  • 04/2016 → 12/2018
    Summit Equities, Inc.
    Parsippany, NJ
  • 09/2018 → 01/2019
    Purshe Kaplan Sterling Investments, Inc
    Albany, NY
  • 12/2018 → 01/2019
    Parsippany, NJ
  • 02/2019 → Present
    Kingston, NJ
  • 02/2019 → Present
    Glen Eagle Wealth, Llc
    Kingston, NJ
Previous Registrations
  • 2018-12-26 → 2019-02-01
    Parsippany, NJ
  • 2016-03-28 → 2018-12-27
    Summit Equities, Inc.
    Parsippany, NJ
    Kingston, NJ
  • 2016-03-29 → 2018-09-20
    Summit Financial Resources Inc
    Parsippany, NJ
  • 2015-01-21 → 2016-05-02
    Insight Private Advisors, Llc
    Flemington, NJ
    Bridgewater, NJ
  • 2013-08-02 → 2015-10-28
    Bridgewater, NJ
    Bridgewater, NJ
    Flemington, NJ
  • 2012-01-27 → 2013-05-23
    Princeton, NJ
Other Businesses

(1) MS. GORE is an Insurance Agent and SELLS INSURANCE THROUGH Glen Eagle Wealth, LLC (2) Ms. Gore is an Investment Advisor Representative with Glen Eagle Advisors, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-01-26
  • S66 Uniform Combined State Law Examination
    2012-01-26
Other Names
  • Margaret Jane Field
  • Jane Field Gore
  • Margaret Jane Gore
  • Jane F Gore

View on SEC IAPD

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