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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-30 |
Branch Locations
999 Vanderbilt Beach Road Suite 607, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Bonita Springs | FL | 06/2020 | 04/2024 |
| Ubs Financial Services Inc. | Bonita Springs | FL | 09/2018 | 06/2020 |
| Bonita Bay Club | Bonita Springs | FL | 12/2014 | 08/2017 |
| Unemployed | Estero | FL | 08/2017 | 11/2017 |
| Shadow Wood Country Club | Bonita Springs | FL | 11/2017 | 09/2018 |
| Private Client Services | Louisville | KY | 04/2024 | Present |
| Summit Financial, Llc | Parsippany | NJ | 04/2024 | Present |
Summit Financial DBA Kyros Private Wealth, 999 Vanderbilt Beach Road, Suite 607, Naples, FL 24108, Description: Registered Investment Adviser firm, Duties: Investment Adviser Representative, 160 hours per month, 160 during trading hours, Start Date 04/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-18 |
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