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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 01/2020 | 05/2021 |
| Recordati Rare Diseases, Inc. | Lebanon | NJ | 02/2018 | 01/2020 |
| County College Of Morris | Randolph | NJ | 08/2017 | 12/2017 |
| R. Keller Construction | Dover | NJ | 07/2009 | 02/2018 |
| Rowan University | Glassboro | NJ | 09/2013 | 05/2017 |
| Bank Of America, N.A. | Florham Park | NJ | 02/2020 | 05/2021 |
| Summit Financial, Llc | Parsippany | NJ | 05/2021 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2023 | Present |
1) Summit Financial, LLC. Investment-related. At registered location. RIA. Associate Wealth Advisor. Start: 5/2021. 160 Hours per month; 130 during trading hours. Duties - supporting David Weinerman's book of business. (2) R.B.S. Harrison, LLC, Minority ownership gifted by his parents; located at 27 Harrison Street, Dover NJ 07801; Start date: 3/12/24; No involvement in business operations, or real estate/rental decisions. Nature of Business: Purchase and management of rental properties in Northern New Jersey; No hours devoted to this activity during the month and none during securities trading hours. (3) Eva's Village: Non-investment related; Eva's Village is a comprehensive non-profit social service organization. Mr. Keller is a Planning Committee Member that will be assisting Eva's Village with their Visions of Hope Gala. He will be assisting with logistics and vendor selection for food, invitations, etc. Address: 393 Main St. Paterson, NJ 07501; https://www.evasvillage.org/gala.html; Start 9/1/2026; 3 hours per month devoted to this outside activity; 0 hours during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-27 |
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