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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 04/2000 | 12/2018 |
| Summit Financial Resources, Inc. Dba Tanistry Wealth Management | Parsippany | NJ | 04/2000 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | 06/2019 |
| Summit Financial Dba Armstrong Advisors | Parsippany | NJ | 07/2019 | 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. Armstrong earns both cash and non-cash compensation based on sales of these products. (2) SUMMIT FINANCIAL, LLC: DBA Armstrong Advisors. INVESTMENT RELATED BUSINESS. LOCATED AT 4 CAMPUS DRIVE, PARSIPPANY, NJ 07054. RIA. TITLE IS IAR. STARTED 7/2019. APPROXIMATELY 160 HRS/MO DEVOTED. APPROXIMATELY 160 HRS/MO DEVOTED DURING TRADING HOURS. DUTY WAS TO PROVIDE FINANCIAL ADVICE TO CLIENTS. (3) RA 1969, LLC. Not investment-related. Located at 37 Mt. Pleasant Road, Sparta, NJ 07871. Personal LLC. Owner. Start: 02/2021. 1 hr/month; all during trading hours. Personal LLC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-23 |
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