Todd Scott Weiss

Current Employers

Employment History

• 05/2014 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 05/2014 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 09/2018 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2018 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2014-05-30 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
  Parsippany, NJ
  New York, NY
  Parsippany, NJ
• 2014-05-30 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ
• 2010-08-17 → 2014-06-12
  Northwestern Mutual Investment Services, Llc
  Fairfield, NJ

Other Businesses

(1) Summit Financial, LLC: Investment Related. 4 Campus Drive, Parsippany NJ 07054. RIA. Financial Advisor. Start 5/2014. 80 hours per month during trading. Look for new clients and service existing clients. (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. Weiss Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (3) Slotz, LLC. Non-Investment Related. 11 North Moore Street, NY, NY 10013. Pass through entity, Managing member. Start 10/2020. 0hrs/mo. Pass though LLC for income. In addition, Slotz LLC will sell a 14% interest to Summit Growth Partners and will receive an equity interest in Summit Growth Partners. (4) Fieldpoint Private Bank & Trust, located at 100 Field Point Road, Greenwich, CT 06830. Refers clients to the bank and receives a referral fee for bank loans, asset backed security loans, mortgages and other type of loans. No position held within the bank, this is just referral business to help Summit clients with services they provide; started March 2022. 1 hour per month, if there is a fit for a banking service for a client. Zero hours during securities trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-12

Other Names

• Todd Scott Weiss
• Todd Weiss