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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-26 |
Branch Locations
400 Interpace Parkway, Building C 2Nd Floor, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| FL | RA | APPROVED | 2022-03-25 |
Branch Locations
400 Interpace Parkway, Building C 2Nd Floor, Parsippany, NJ 07054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Coral Gables | FL | 11/2013 | 04/2021 |
| Taxfyle | Miami | FL | 06/2021 | 02/2022 |
| Signet Financial Management, Llc | Miami | FL | 02/2022 | Present |
| Summit Financial, Llc | Parsippany | NJ | 01/2026 | Present |
(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. Don Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-05 |
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