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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ladenburg Thalmann & Co. Inc. | New York | NY | 04/2016 | 01/2018 |
| Ladenburg Thalmann Asset Management | New York | NY | 04/2016 | 01/2018 |
| Royal Alliance | Jersey City | NJ | 10/2018 | 08/2019 |
| Ls Securities, Llc | Parsippany | NJ | 07/2022 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2021 | Present |
| Mufg | New York | NY | 09/2020 | 11/2021 |
| Mufg | New York | NY | 01/2020 | 05/2020 |
| Summit Equities, Inc. | Parsippany | NJ | 07/2018 | 10/2018 |
| Mission Critical Services | New York | NY | 01/2018 | 07/2018 |
| Lotus Advisory, Llc | Freehold | NJ | 11/2021 | 04/2022 |
| Summit Financial Resoures, Inc. | Parsippany | NJ | 07/2018 | 10/2018 |
| Lotus Advisory, Llc | Freehold | NJ | 08/2019 | 01/2020 |
| Unemployed | Freehold | NJ | 06/2020 | 08/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-07-29 |
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