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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-04-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 02/2014 | 04/2025 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 02/2014 | 04/2025 |
| Summit Financial D/B/A Lansdowne Private Wealth Management | Lansdowne | VA | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1. Summit Financial d/b/a Lansdowne Private Wealth Management. Investment-related. At registered location. RIA. IAR. 03/2025. 200 hrs/month. 200 hrs during securities hrs. Producing rep. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 03/2025. 10 hrs/month. 10 hrs during securities hrs. Provide insurance advice based on the needs of clients. 3. Robert R O'Braitis, LLC. Investment-related. At registered location. Operating LLC/ Support company. CEO. 03/2025. 5 hrs/month. 5 hrs during securities hrs. Main entity holding BoB and for paying employees and operating expenses. 4. O'Braitis Investments, LLC. Not investment-related. At registered location. Operating LLC/ Support company. CEO. 03/2025. 0 hrs/month. 0 hrs during securities hrs. Entity which holds the main office lease. 5. O'Braitis Family Charitable Foundation. Not investment-related. At registered location. Charitable/Non-profit org. CEO. 03/2025. 3 hrs/month. 3 hrs during securities hrs. MD of the family foundation to give back to worthy causes and charities. 6. Boca Ray, LLC. Not investment-related. At registered location. Operating LLC/ Support company. CEO. 03/2025. 3 hrs/month. 3 hrs during securities hrs. Entity which holds the title and registration of yacht. 7. One Twenty Five, LLC. Not investment-related. At registered location. Operating LLC/ Support company. CEO. 03/2025. 0 hrs/month. 0 hrs during securities hrs. Entity which holds the lease and accepts payment for rent for Suite 125 in office. 8. Boca Raton Private Wealth Management. Investment-related. At registered location. Operating LLC/ Support company. CEO. 03/2025. 0 hrs/month. 0 hrs during securities hrs. Owner and CEO of the LLC that may be used for branding in future. 9. Nashville Private Wealth Management. Investment-related. At registered location. Operating LLC/ Support company. CEO. 03/2025. 0 hrs/month. 0 hrs during securities hrs. Owner and CEO of the LLC that may be used for branding in future.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-21 |
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