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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-04 |
Branch Locations
10900 Manchester Rd Suite 100, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rhi | San Ramon | CA | 10/2020 | 02/2021 |
| Wells Fargo Clearing Services Llc | St. Louis | MO | 10/2020 | 02/2021 |
| Codilis, Moody & Circelli P.C. | Clayton | MO | 08/2017 | 07/2020 |
| Blase & Associates Llc | Chesterfield | MO | 01/2016 | 08/2017 |
| Unemployed | St. Louis | MO | 07/2020 | 10/2020 |
| Private Client Services | Kirkwood | MO | 03/2021 | Present |
| Tap Consulting Llc Dba Genex Consulting | Kirkwood | MO | 07/2021 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2024 | Present |
1) Summit Financial dba Genex Consulting; Investment related; 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 06/10/2026; Hours per month: Hours during trading: 140; Duties: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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