Lawrence Malcom Bell

Current Employers

Employment History

• 09/1991 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 09/1991 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 09/2018 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 12/2018 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2002-05-15 → 2019-01-09
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
  Parsippany, NJ
• 2002-06-06 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ

Other Businesses

(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. BELL EARNS BOTH CASH AND NON-CASH COMPENSATION BASED ON SALES OF THESE PRODUCTS. (2) SUMMIT FINANCIAL, LLC: INVESTMENT RELATED, YES. 4 CAMPUS DRIVE, PARSIPPANY, NJ 07054. INVESTMENT MANAGEMENT/FINANCIAL PLANNING. FINANCIAL ADVISOR WITH OTHER BUSINESS. STARTED IN 1992. APPROXIMATELY 40 HRS/WEEK. 40 HRS/WEEK DURING TRADING HOURS. INVESTMENT MANAGEMENT/PLANNING (3) DELBARTON ATHLETIC BOOSTERS (HIGH SCHOOL). NOT INVESTMENT RELATED BUSINESS. ADDRESS IS 230 MENDHAM ROAD MORRISTOWN, NJ 07960. HIGH SCHOOL ATHLETIC BOOSTER PROGRAM. PRESIDENT OF BOOSTER CLUB. STARTED IN 2014. 3 HRS/MO DEVOTED. 0 HOURS ARE DEVOTED DURING TRADING HOURS. DUTIES WERE TO ORGANIZE AND MEET 3-4 TIMES DURING THE SCHOOL YEAR TO DISCUSS VARIOUS SPORTS TEAMS. (4) LMB21 LLC. Investment Related. 2 Parkwood Lane, Mendham, NJ 07945. LMB21 LLC advisory business. Managing Member. Start 10/2020. 160hrs/mo, all during trading hours. Investment advisory and financial planning. In addition, LMB21 LLC will see an 11% interest to Summit Growth Partners and receive an equity interest in Summit Growth Partners.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-16

Designations

Other Names

• Larry Bell
• Lawrence Malcom Bell
• Lawrence M Bell