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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-28 |
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Birmingham | MI | 10/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 04/2023 |
| Summit Financial, Llc | Parsippany | NJ | 04/2023 | Present |
(1) TIGER SOFTWARE, FUTURE MINORITY OWNER; INVESTMENT RELATED - BUT NO TRADING CAPABILITY - STOCK RANKING SOFTWARE; TIGERSOFTWARE.COM LOCATED AT 5834 KANTOR STREET, SAN DIEGO, CA 92122; MR. PATIN WILL PURCHASE A PORTION OF THE SOFTWARE BUSINESS AND MODERNIZE THE PLATFORM TO THE CLOUD. STARTED JUNE 1, 2023. 3 HOURS PER MONTH OUTSIDE OF BUSINESS HOURS, 0 HOURS DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-22 |
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