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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
1 Harding Road Suite 100, Red Bank, NJ 07710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 06/2017 | 12/2018 |
| Summit Risk Management, Inc. | Parsippany | NJ | 06/2016 | 03/2017 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 07/2018 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | Present |
(1) SUMMIT FINANCIAL, LLC. YES. 4 CAMPUS DR. PARSIPPANY, NJ 07054. START NOVEMBER, 2018. 160 HOURS PER MONTH. ASSIST REPS WITH CLIENT PAPERWORK. (2) SUMMIT RISK MANAGEMENT-FIXED INSURANCE. 3) 1. Bergen Community College Financial Fitness Course 2. Not investment related 3. 400 Paramus Rd., Paramus, NJ 07652 4. Teaching 5. Adjunct Professor 6. 10/26/2022 7. 5 hrs/mo 8. 5 hrs during trading 9. Educate students on the main risks retirees face today, and how to hedge those risks 10. No compensation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
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