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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-08 |
Branch Locations
5000 Birch Street Suite 100, Newport Beach, CA 92660 • 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 |
|---|---|---|---|---|
| Gr Capital Asset Management | Newport Beach | CA | 09/2000 | 12/2018 |
| Niagara International Capital Limited | Clarence | NY | 11/2013 | 11/2017 |
| Westpark Capital Inc | Newport Beach | CA | 11/2017 | 10/2020 |
| Poseidon Holdings Trust | Newport Beach | CA | 06/2018 | 06/2019 |
| American Trust Investment Services, Inc. | Newport Beach | CA | 11/2020 | 07/2025 |
| Summit Financial D/B/A Clarity Capital Partners Llc | Newport Beach | CA | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2025 | Present |
1) Summit Financial d/b/a Clarity Capital Partners LLC. Investment-related. At registered location. RIA. Managing Partner. 07/2025. 120 hrs/month. 120 hrs during trading hrs. CCO, Managing Partner, book of business/client management of accounts, trading. 2) Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 5 hrs/month. 5 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3) Astarion. Investment-related. 5000 Birch Street, Suite 100, Newport Beach CA 92660. LLC. Beneficial Owner. 04/2021. 2 hrs/month. 2 hrs during trading hrs. LLC for inherited wealth which I manage with investments. 4) Memory Royalties. Not investment related. At registered location. Book. Author. 01/2023. 0 hrs/month. 0 hrs during trading hrs. Book was written by me (Todd) and available for purchase. 5) Levendi Winery, Inc. Not investment-related. 1107 Quail Street Newport Beach CA, 92660. Winery. Partner. 12/2001. 3 hrs/month. 3 hrs during trading hrs. Delegate, strategy, k1 annually, no other considerations. 6) Alder. Not investment-related. 4100 Mac Arthur Blvd, Suite 325 Newport Beach CA, 92660. Non-profit. Board member. 12/2001. 2 hrs/month. 2 hrs during trading hrs. Attend meetings and events 1-2 times per month. 7) Clarity Capital Insurance Solutions. Investment-related. 5000 Birch Street, Suite 100 Newport Beach CA, 92660. Insurance. Owner. 5/2021. 3 hrs/month. 1 hr during trading hrs. Track, organize, disperse commissions to CCP agents for life, health, annuities new business. (8) www.youthinvestmentinstitute.org: Charitable/tax-exempt; investment related; Educate young people on financial literacy - will teach/coach a class focused on finance/investments (no stock picking names/mutual funds, etc.); additional duty as an advisor to this organization (no comp); Started by a friend and his son, no address only on the web - founders reside in Orange County, CA.; start date soon, TBD; 1-2 hours devoted to this activity per calendar quarter; less than 1 hour monthly, none during securities trading. (9) Newport Institute of Artificial Intelligence - Board Member; Not investment related; Non-profit being started to help kids/young adults with at least 2 years experience develop business/learning with AI; Duties: at start up phase -number of meetings/calls while getting grants (attempting to) with Anthropic--after grants/programs start then plan to have quarterly board meetings; Address: 23 Corporate Plaza, Suite 280, Newport Beach, CA Tel: 310-800-0013; www.newportai.org; Start date: 6/30/2026; 4 hrs. per month devoted to this outside activity; 0 hrs. during securities trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-10-01 |
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