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Fairview, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-24 |
| NJ | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bergen Community College | Paramus | NJ | 08/2011 | 05/2020 |
| University Of Mount Saint Vincent | Bronx | NY | 01/2008 | Present |
| Rex Global Wealth Management / Summit Financial | Parsippany | NJ | 03/2014 | 04/2024 |
| Summit Risk Management, Inc. | Parsippany | NJ | 03/2014 | 10/2018 |
| Rex Global Wealth Management / Summit Financial | Parsippany | NJ | 04/2024 | 12/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2018 | Present |
| Dellith Wealth Advisory | Fairview | NJ | 11/2025 | Present |
1) Independent licensed insurance agent. 2) Owner of Dellith Risk Management, LLC, which provides life insurance solutions. 3) 50% CO-OWNER OF PAND, LLC, D/B/A/ PA DE THAI RESTAURANT LOCATED AT 264 OLD RIVER ROAD, EDGEWATER, NJ 07022. THIS IS A NON-INVESTMENT RELATED OUTSIDE BUSINESS ACTIVITY WHICH HE STARTED IN MARCH, 2011. HE DEVOTES LESS THAN FIVE HOURS PER MONTH TO THIS ACTIVITY AND DOES NOT WORK AT THIS ESTABLISHMENT, NOR DEVOTE ANY HOURS TO THIS BUSINESS DURING SECURITIES TRADING HOURS. 4) sole owner of Economic Ideas LLC - provides consulting services, including economic impact studies for business plans. 5) Contractor equity research analyst for Value Line, Inc. This is an investment-related outside business activity. He expects to devote approximately 35 hours per week to this role, including 10-15 hours during normal trading hours. He receives compensation for this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-09 |
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