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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-02 |
Branch Locations
400 Interpace Pkwy Building C, 2Nd Fl, Parsippany, NJ 07054 • United States
400 Interpace Parkway, Building C 2Nd Floor, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2014-02-10 |
Branch Locations
46191 Westlake Drive Suite 212, Sterling, VA 20165 • United States
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 |
|---|---|---|---|---|
| Signet Financial Management, Llc | Sterling | VA | 02/2014 | Present |
| Summit Financial, Llc | Parsippany | NJ | 01/2026 | Present |
(1) GreenSmith, LLC; Not-investment related; 13841 Northwestern Pike, Augusta, WV 26704 and 4854 Waltonshire Circle, Olney, MD 20832; Hemp growing farm; Board Member and Passive Investor; 07/2022; Ten hours per month; Zero hours during securities trading hours; Attend board meetings; Compensation in the form of distributions received as a passive owner. (2) Hollistico - Non-investment related; Address: 400 Interpace Pkwy, Building C, 2nd FL, Parsippany NJ 07054; Nature of Business: Financial Technology AI; Position: CEO; Duties relevant to a CEO and strategy development; Start Date: 06/2023; Hours devoted to this outside activity: 20 hours per week, 1 hour during securities trading
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