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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Apw Capital, Inc. | Rockaway | NJ | 12/2020 | 09/2023 |
| Student | Clark | NJ | 12/2010 | 12/2020 |
| New York Life | Edison | NJ | 06/2019 | 08/2019 |
| Aurora Private Wealth, Inc. | Rockaway | NJ | 04/2021 | 08/2021 |
| Summit Financial, Llc | Parsippany | NJ | 06/2021 | 09/2023 |
| Summit Financial, Llc | Parsippany | NJ | 09/2023 | Present |
| Apw Capital, Inc. | Rockaway | NJ | 09/2023 | Present |
1) Summit Financial Inc, (DBA)WealthPlan Advantage, Investment Advisor Representative, 191 Washington Street, Morristown, NJ 07960, Client Services, 40 hours per week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-03 |
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