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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
4 Campus Drive, Parsippany, NJ 07054 • United States
Long Beach Twp, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 01/1991 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 01/1991 | 09/2018 |
| Purshe Kaplan Sterling Investments - Ap | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | Present |
(1) 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. Durfee earns both cash and non-cash compensation based on sales of these products. (2) KDD15 LLC. Investment Related. 2712 Atlantic Avenue, Long Beach Twp. NJ 08008; KDD15 LLC. Managing Member. Start 10/2020. 160hrs/mo, all during trading hours. Investment advisory and financial planning services. (3) Summit Financial IAR of RIA, Start 2018. At registered branch location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-21 |
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