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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
1 Harding Road Suite 100, Red Bank, NJ 07710 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 12/1989 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 01/1990 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | Present |
1. Summit Financial, LLC.-Investment related-Mt. Pleasant, SC 29466- RIA-Advisor-1/1990-160 hrs/mth-100% during trading hrs-Investment Advisor 2. Offers insurance as a broker or agent through numerous insurance companies. Some sales are through SRM, an affiliated company which is licensed to sell various insurance products. Mr. Chepauskas earns both cash and non-cash compensation based on sales of these products. 3. DRC NJ, LLC. Investment Related. 1 Harding Road, Ste 100, Red Bank, NJ 07701. Advisory Business. Managing Member. Start 10/2020. 160hrs/mo all during trading hours. DRC NJ will sell 13% to SGP for equity interest in SGP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-07-17 |
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