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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-04 |
Branch Locations
10900 Manchester Rd Suite 100, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Clayton | MO | 05/2016 | 11/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | 11/2019 |
| Tap Consulting, Llc Dba Genex Consulting | Kirkwood | MO | 12/2019 | 03/2025 |
| Private Client Services | Kirkwood | MO | 12/2019 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2024 | Present |
1) Offers Insurance as a broker or agent through numerous insurance companies. Some sales are through SRM, an affiliated company of Summit which is licensed to sell various insurance products. Mr.Silverman earns both cash and non-cash compensation based on sales of these products. 2) Summit Financial dba Genex Consulting; Investment related: 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 11/01/2024; Hours per month: 160; Hours during trading: 140; Duties: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-08 |
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