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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-01 |
Branch Locations
1777 Sentry Parkway West Veva 14 Suite102, Blue Bell, PA 19422 • United States
1777 Sentry Parkway West Veva 14, Suite 102, Blue Bell, PA 19422 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-18 |
Branch Locations
1777 Sentry Parkway West Veva 14, Suite 102, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Persimmon Capital Managment, L.P. | Plymouth Meeting | PA | 01/1999 | 06/2021 |
| Summit Financial, Llc | Parsippany | NJ | 06/2026 | Present |
| Dakota Wealth, Llc | Blue Bell | PA | 07/2021 | 06/2025 |
| Persimmon Capital Management, L.P. | Blue Bell | PA | 06/2025 | Present |
(1) Persimmon Capital Management: Investment Related; I am dually registered with Persimmon Capital Management; My title is Director of Fund Operations for the Persimmon Long Short mutual fund; Address: 1777 Sentry Parkway West Veva 14, Suite102, Blue Bell, PA 19422; Start date: 06/2025; 2 hours per month devoted to this outside activity; 100% of this time is devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-14 |
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