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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
4 Campus Drive, Parsippany, NJ 07054 • United States
Singer Island, FL • United States
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 |
|---|---|---|---|---|
| Summit Financial Resources, Inc | Parsippany | NJ | 06/1994 | 09/2018 |
| Summit Equities, Inc. | Parsippany | NJ | 06/1994 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | 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. O'Neill Earns Both Cash and Non-Cash Compensation Based on Sales of These Products. (2) SUMMIT FINANCIAL, LLC: INVESTMENT RELATED. AT REGISTERED LOCATION. RIA, IAR. START SEPT 2018. 160 HOURS/MONTH, 160 DURING TRADING. PROVIDE FINANCIAL ADVICE TO CLIENTS. (3) Tanistry Wealth Management. Investment Related. 2700 N. Ocean Drive, Singer Island, FL 33404. Advisory Business, Managing Member. Start 10/2020. 160hrs/mo, all during trading hours. Tanistry Wealth Management will sell 15% interest to Summit Growth Partners and receive an equity interest in Summit Growth Partners.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-29 |
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