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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-09 |
Branch Locations
7755 Montgomery Road Suite 350, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Covington | KY | 06/2019 | 12/2021 |
| Koi Tax Service | Roseville | CA | 02/2014 | 06/2019 |
| Koi Wealth Management | Roseville | CA | 05/2012 | 06/2019 |
| Total Air Balance Co., Inc. (Tabco) | Rocklin | CA | 05/2012 | 06/2019 |
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 12/2021 | 03/2026 |
| Summit Financial, Llc | Parsippany | NJ | 03/2026 | Present |
(1) TOTAL AIR BALANCE CO., NOT INVT RELATED, ROCKLIN, CA, ADMINISTRATIVE ASSISTANT, START DATE 12/17/2021, 40 HRS PER MONTH, 0 HRS DURING TRADING, DATA ENTRY CLERK. (2) COMMERCIAL RENTAL PROPERTY; INV RELATED; FAIRFIELD, OH; 100% OWNERSHIP; 05/2025; 1 HOUR PER MONTH; 0 DURING TRADING; REAL ESTATE RENTAL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-06 |
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