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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2021-06-14
  • NJ RA
    APPROVED
    Since 2021-06-14

Branch Locations

191 Washington Avenue, Morristown, NJ 07960 • United States

Aurora Private Wealth, Inc.

999 Riverview Drive Suite 201, Totowa, NJ 07512 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2017-02-16
  • NJ RA
    APPROVED
    Since 2017-02-16

Branch Locations

191 Washington St., Morristown, NJ 07960 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Bayonne NJ 02/2014 01/2017
Feltz Wealthplan Omaha NE 02/2014 01/2017
Apw Capital, Inc. Rockaway NJ 01/2017 Present
Summit Financial, Llc Parsippany NJ 06/2021 Present
Aurora Private Wealth, Inc. Morristown NJ 02/2017 Present
Previous Registrations
  • 2014-03-06 → 2017-01-19
    Wealthplan Partners
    Omaha, NE
  • 2007-02-07 → 2014-02-27
    Bayonne, NJ
    New York, NY
    Bayonne, NJ
  • 1996-07-31 → 2007-02-09
    Bayonne, NJ
Other Businesses

(1) Nardolillo Wealth Advantage, Inc.; Morristown, NJ; Service description: Marketing and paying of expenses; Start date: 04/2014; Title: Owner; Duties: Owner/IAR; Time spent: 50%. (2) SBG Group, Insurance General Agent; Minneapolis, MN; Service description: SBG Group Insurance General Agent; Start date: April 2014; Title: Insurance Agent; Duties: Insurance Agent; Time spent: 10%. (3) Highland Capital, Insurance General Agent; King of Prussia, PA; Service description: Highland Capital, Insurance General Agent; Start date: April 2014; Title: Insurance Agent; Duties: Insurance Agent; Time spent: 10%. (4) Greg Nardolillo, Investment related:No, 191 Washington St., Morristown, NJ, 07960, Independent licensing for fixed annuities and direct insurance, including term insurance, Producer, 09/26/2019, 1 hour/week, Serve as agent/producer on term life insurance policies (5) Kalo Brands, LLC, Not investment related, 30 Hillview Road, Lincoln Park, NJ; Promoting brand to golf courses; 5 hours/month; title is Brand Ambassador. (6) Summit Financial, LLC, Investment related:Yes, 191 Washington St., Morristown, NJ, 07960, Investment Advisory Business, Investment Advisor Representative, 06/10/2021, 200, Financial Advisor. (7) 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. Nardolillo Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (8) Lusail Blue Investment, S.R.L., Investment related:Yes, Boulevard Fishing Lodge, Unidad Funcional D4-201, Cap Cana, Higuey, 23000, Investment property in Dominican Republic. Future development potential, Minority Owner/Passive Investor, 01/07/2026, 2 hours/year, N/A

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-19
S63 Uniform Securities Agent State Law Examination 1993-09-23
  • S66 Uniform Combined State Law Examination
    2007-11-19
  • S63 Uniform Securities Agent State Law Examination
    1993-09-23
Other Names
  • Gregory Nardolillo
  • Greg Nardolillo

View on SEC IAPD

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