Joseph Francis Rowek

Current Employers

Employment History

• 11/1995 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 11/1995 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 08/2009 → Present
  Summit Risk Management, Inc.
  Parsippany, NJ
• 09/2018 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2018 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2002-06-05 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2002-06-07 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ

Other Businesses

(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. ROWEK EARNS BOTH CASH AND NON-CASH COMPENSATION BASED ON SALES OF THESE PRODUCTS. (2) FOR THE PAST 30 PLUS YEARS, MR. ROWEK HAS MAINTAINED A LIMITED LAW PRACTICE FOR FAMILY AND FRIENDS. THIS IS A NON-INVESTMENT RELATED OUTSIDE BUSINESS ACTIVITY LOCATED AT 1205 FOUR SEASONS DRIVE WAYNE, NJ 07470. HE DEVOTES APPROXIMATELY FOUR HOURS PER MONTH TO THIS OUTSIDE BUSINESS ACTIVITY AND A MINIMAL AMOUNT OF TIME IS SPENT DURING SECURITIES TRADING HOURS. (3) ON FEBRUARY 1, 2021 MR. ROWEK JOINED THE CONWAY WEALTH ADVISORY BOARD AS A MEMBER OF THE ADVISORY BOARD; HIS DUTIES WILL PERTAIN TO ADVISORY BOARD ACTIVITIES. HE WILL DEVOTE 1 HOUR PER MONTH TO THIS ACTIVITY AND WILL RECEIVE MONTHLY COMPENSATION. THE CONWAY WEALTH GROUP, IS A DBA OF SUMMIT FINANCIAL, LLC AND IS LOCATED AT 4 CAMPUS DRIVE, PARSIPPANY NJ, 07054. WEBSITE IS CONWAYWEALTHGROUP.COM.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-03-03