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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 10/2020 | 06/2021 |
| Unemployed | Chester | NJ | 06/2020 | 09/2020 |
| University Of Richmond | Richmond | VA | 09/2016 | 05/2020 |
| Royal Bank Of Canada | Richmond | VA | 02/2019 | 10/2019 |
| Data Online Llc | New Providence | NJ | 06/2012 | 08/2017 |
| Rbc Capital Markets, Llc | Richmond | VA | 04/2019 | 09/2019 |
| Summit Financial, Llc | Parsippany | NJ | 06/2021 | Present |
| Pks Investments | Albany | NY | 08/2024 | Present |
1. Summit Financial LLC. Investment Related. At Registered Location. RIA. Associate Private Wealth Associate. 6/2021. 160 hours/month all during trading hours. Working for a producing advisor, managing relationships, creating financial plans and providing client service.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-04 |
| S66 | Uniform Combined State Law Examination | 2020-10-15 |
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