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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-06 |
Branch Locations
443 North Franklin Street Suite 210, Syracuse, NY 13204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everest Consultants, Llc | Syracuse | NY | 02/2015 | 05/2025 |
| Everest Consultants, Llc | Syracuse | NY | 04/2016 | 05/2025 |
| Summit Financial, Llc | Parsippany | NJ | 03/2025 | Present |
Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Gavitt Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-08 |
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