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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-15 |
Branch Locations
5000 Birch Street Suite 100, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Newport Beach | CA | 10/2018 | 09/2023 |
| First Republic Securities Company, Llc | Newport Beach | CA | 01/2023 | 09/2023 |
| King County Prosecuting Attorney's Office | Seattle | WA | 01/2018 | 07/2018 |
| Women's Funding Alliance | Seattle | WA | 03/2018 | 06/2018 |
| Walker's Lockers | Seattle | WA | 09/2015 | 01/2018 |
| University Of Washington | Seattle | WA | 09/2015 | 05/2018 |
| First Republic Investment Management, Inc | Newport Beach | CA | 06/2023 | 09/2023 |
| Summit Financial, Llc | Parsippany | NJ | 07/2025 | Present |
| Student | Seattle | WA | 09/2014 | 06/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2025 | Present |
| Clarity Capital Partners | Newport Beach | CA | 09/2023 | 09/2025 |
1) Summit Financial, LLC DBA Clarity Capital Partners, LLC; Yes; At Registered Location; RIA; Associate Wealth Manager; 09/2023; 160; 130; trades, money movement, financial plans, client servicing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-20 |
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