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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-08 |
Branch Locations
3 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 |
|---|---|---|---|---|
| World Equity Group | Morristown | NJ | 09/2009 | 04/2023 |
| Apw Inc | Rockaway | NJ | 02/2023 | 04/2023 |
| Apw Inc | Rockaway | NJ | 04/2023 | Present |
| Wealth Plan Advantage | Morristown | NJ | 04/2023 | Present |
| Summit Financial, Llc | Parsippany | NJ | 05/2023 | 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. Nardolillo Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.; (2) Summit Financial , Investment related:Yes, 4 campus drive , Parsippany, NJ, 07054, Investment advisory, Wealth Advisor, 05/08/2023, 80 hours per month, Meet client, fin planning, advisory svcs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-23 |
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