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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-30 |
| NJ | RA | APPROVED | 2024-04-29 |
Branch Locations
999 Vanderbilt Beach Road Suite 607, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golf Club Of The Everglades | Naples | FL | 05/2021 | 06/2022 |
| 422 Home Sales | Indiana | PA | 01/2017 | 06/2022 |
| Youngstown State University | Youngstown | OH | 08/2017 | 05/2021 |
| Indiana Area School District | Indiana | PA | 01/2010 | 06/2017 |
| Ubs Financial Services | Bonita Springs | FL | 06/2022 | 04/2024 |
| Private Client Services | Louisville | KY | 04/2024 | Present |
| Summit Financial, Llc | Parsippany | NJ | 04/2024 | Present |
Summit Financial DBA Kyros Private Wealth, 999 Vanderbilt Beach Road, Suite 607, Naples, FL 34108, Description: Registered Investment Adviser firm, Duties: Investment Adviser Representative, 160 hours per month, 160 during trading, Start Date: 04/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
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