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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 | 09/2011 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 09/2011 | 09/2018 |
| Summit Risk Management, Inc. | Parsippany | NJ | 09/2011 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | Present |
1) Summit Financial Resources, Investment Related. 4 Campus Drive, Parsippany, NJ 07054. RIA, Administrative Assistant. Start 09/2018, 160hrs/mo, all during trading hours. Assist reps with client paperwork. (2) MR. Kreuzer SELLS INSURANCE THROUGH SUMMIT RISK MANAGEMENT (SRM) INC., THAT OPERATES FROM THE SAME LOCATION. HE EARNS COMMISSION AND ALLOWANCES ON THESE INSURANCE SALES, WHICH VARY AND OVERLAP WITH SE BUSINESS. HE JOINED SUMMIT ENTITIES AT OR ABOUT THE SAME TIME.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-25 |
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