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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-18 |
Branch Locations
5000 Birch Street Suite 100, Newport Beach, CA 92660 • United States
Ladera Ranch, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-07-07 |
| S66 | Uniform Combined State Law Examination | 2007-04-25 |
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