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4422C Route 27, Kingston, NJ 08528-0399 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-02-04 |
| NC | RA | APPROVED | 2019-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-26 |
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