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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-11-13 |
Branch Locations
Basking Ridge, NJ • United States
180 Park Avenue Suite 201, Florham Park, NJ 07932 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Resources, Inc. | Parsippany | NJ | 08/2016 | 09/2018 |
| Summit Equities, Inc. | Parsippany | NJ | 08/2016 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | 05/2019 |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | 05/2019 |
| Lpl Financial Llc | Fairfield | NJ | 05/2019 | 06/2024 |
| Private Advisor Group, Llc | Fairfield | NJ | 05/2019 | 06/2022 |
| Bleakley Financial Group, Llc | Fairfield | NJ | 06/2022 | 06/2024 |
| Mariner Wealth | Overland Park | KS | 11/2025 | Present |
| Peapack Private Family Office Services | Morristown | NJ | 06/2024 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
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