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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-18
  • CA RA
    APPROVED
    Since 2025-07-18

Branch Locations

5000 Birch Street Suite 100, Newport Beach, CA 92660 • United States

Ladera Ranch, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Niagara International Capital Limited Clearenc NY 12/2013 11/2017
Summit Financial D/B/A Clarity Capital Partners Llc Newport Beach CA 07/2025 Present
Purshe Kaplan Sterling Investments Albany NY 07/2025 Present
American Trust Investment Services, Inc. Newport Beach CA 11/2020 07/2025
Westpark Capital Inc Newport Beach CA 11/2017 10/2020
  • 12/2013 → 11/2017
    Niagara International Capital Limited
    Clearenc, NY
  • 07/2025 → Present
    Summit Financial D/B/A Clarity Capital Partners Llc
    Newport Beach, CA
  • 07/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 11/2020 → 07/2025
    American Trust Investment Services, Inc.
    Newport Beach, CA
  • 11/2017 → 10/2020
    Westpark Capital Inc
    Newport Beach, CA
Previous Registrations
  • 2014-03-31 → 2025-09-30
    Clarity Capital Partners
    Newport Beach, CA
  • 2011-08-22 → 2013-09-30
    Laguna Beach, CA
  • 2007-04-27 → 2011-01-04
    St Louis, MO
    Rancho Santa Margarita, CA
    Ladera Ranch, CA
    Trabuco Canyon, CA
Other Businesses

1. Summit Financial d/b/a Clarity Capital Partners LLC. Investment-related. At registered location. RIA. VP Wealth Mgmt. 07/2025. 100 hrs/month. 100 hrs during trading hrs. Trading, client meetings, financial and retirement planning. 2. Fixed Insurance. Investment-related. At registered location. Fixed Insurance. Agent. 07/2025. 1-4 hrs/month. 1-4 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. XRG Restaurant Group. Not investment-related. 11065 Knott Ave, Suite A Cypress, CA 90630. CPA/Accounting. Sr. Finance Manager. 10/2016. 80 hrs/month. 40 hrs during trading hrs. I provide corporate finance services. Assist them in their financial planning and analysis department.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-07-07
S66 Uniform Combined State Law Examination 2007-04-25
  • S63 Uniform Securities Agent State Law Examination
    2014-07-07
  • S66 Uniform Combined State Law Examination
    2007-04-25
Other Names
  • Olivio Gomez

View on SEC IAPD

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