Best Investors
Account
Sign in
Best Investors
Account
Sign in
4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
1 Harding Road Suite 100, Red Bank, NJ 07710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 02/2016 | 02/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 02/2018 | 09/2018 |
| Summit Equities, Inc. | Parsippany | NJ | 02/2018 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | Present |
1) Summit Financial, LLC - Investment Related. 4 Campus drive, Parsippany, NJ 07054. RIA, Associate Wealth Manager, start 12/2018.. 2) Insurance agent. Non-investment related. Insurance Sales, varying hours. Sells insurance products 3) Moving Furniture/ Handyman- Non investment related. Help people move heavy furniture, 20hrs/mo, 0 hours during trading hours. Help move large furniture. Started 07/2018, 63 Cloverdale Circle, Tinton Falls, NJ 07724.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
Reach out to this advisor