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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2020 | 08/2025 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2024 | 08/2025 |
| Beltway Medical Llc | Alexandria | VA | 09/2019 | 06/2021 |
| Supreme Orthopedic Systems | Columbia | MD | 05/2018 | 09/2019 |
| Quadrant Incorporated | Reston | VA | 06/2016 | 05/2017 |
| Xcell Orthopedics | Baltimore | MD | 06/2017 | 05/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2025 | Present |
| Summit Financial D/B/A Lansdowne Private Wealth Management | Lansdowne | VA | 08/2025 | Present |
| Summit Financial, Llc | Parsippany | NJ | 02/2026 | Present |
1. Summit Financial, LLC: RIA; VP of d/b/a Lansdowne Private Wealth Management. Investment-related. Address: 19460 Golf Vista Plaza, Lansdowne, VA 20176; Start: 08/2025. 160 hrs/month. 160 hrs during trading hrs. Assist financial advisors. 2. BNO Medical LLC. Not investment-related. 43811 Grantner Place, Ashburn, VA 20147. Operating LLC/Support Company. Owner. 08/2019. 0 hrs/month. 0 hrs during trading hrs. Owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-04 |
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