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Summit Financial, LLC CRD 299322
$22.5B regulatory AUM 59 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-11-01 |
Branch Locations
19775 Belmont Executive Plaza Suite 320, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield | IA | 05/2022 | 06/2023 |
| Cambridge Investment Research Inc. | Fairfield | IA | 10/2022 | 06/2023 |
| Agm Institute | Fairfax | VA | 01/2022 | 04/2022 |
| United Bank | Tysons Corner | VA | 06/2021 | 01/2022 |
| George Mason University | Fairfax | VA | 08/2018 | 05/2022 |
| Riverside High School | Leesburg | VA | 08/2015 | 05/2018 |
| Summit Financial, Llc | Parsippany | NJ | 10/2023 | Present |
| Summit Financial, Llc | Parsippany | NJ | 06/2023 | 10/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-01 |
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