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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-01-09 |
| NY | RA | APPROVED | 2025-01-02 |
Branch Locations
236 Washington Street Suite 1A, Toms River, NJ 08753 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gateway Advisory, Llc | Westfield | NJ | 01/2010 | 02/2025 |
| Summit Financial, Llc | Parsippany | NJ | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-23 |
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