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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-01-12 |
Branch Locations
2569 S. Kelly Avenue Suite 110, Edmond, OK 73013 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burnett Financial Group, Inc | Edmond | OK | 05/2004 | Present |
| Summit Financial, Llc | Parsippany | NJ | 06/2024 | Present |
1. 1/28/2004 - NON-VARIABLE INSURANCE - INSURANCE - EDMOND, OK. 2. 3/9/2012 - OTHER-PERSONAL LLC - 2 BOYS - LLC. IT IS UTILIZED FOR REAL ESTATE HOLDINGS - TIME SPENT 0%. 3. 1/16/15 - OTHER - 3% OWNER OF VALOR BANK. / GRANDFIELD, OK. - TIME SPENT 0%. 4. HUNTING RANCH PROPERTY - NON-INVESTMENT - 5801 S. HIWASSEE RD., GUTHRIE, OK 73044 - PARTNER - 2/6/15 - APROX 10 HRS - 0 HRS - HELP MAINTAIN PROPERTY 5. VALOR BANK; 1501 RENAISSANCE BLVD, EDMOND, OKLAHOMA 73013; YES INVESTMENT-RELATED; OUTSIDE INVESTMENT; SHAREHOLDER; 09/2014; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SHAREHOLDER. 6. SKIRVIN HOTEL/SKIRVIN PARTNERS LLC; YES INVESTMENT-RELATED; 204 N ROBINSON AVE, STE 700, OKLAHOMA CITY, OKLAHOMA 73102; OUTSIDE INVESTMENT (HOTEL); 12/2022; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SHAREHOLDER. 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. Burnett Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-10 |
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