Salvadore Robert Salvo

Current Employers

Employment History

• 10/1982 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 10/1982 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 09/2018 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 11/2018 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2002-06-05 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
• 2002-06-07 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ
• 2002-06-24 → 2012-07-25
  Summit Family Wealth Counseling Inc
  Parsippany, NJ

Other Businesses

1) Summit Financial LLC. Inv. related. Parsippany, NJ . RIA, IAR. 9/2018. 160hrs/mo, all during trading hrs. Provide financial advice. 2) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Salvo Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. 3) MR. SALVO IS A BOARD MEMBER OF LEGATUS, A RELIGIOUS ORG- 5072 ANNUNICIATION CIRCLE, SUITE 202 AVE MARIA, FL 34142. HE PLANS AND RUNS MEETINGS AND MEETS WITH THE BOARD FOR PLANNING PURPOSES. MR. SALVO BEGAN THIS RELATIONSHIP 7 YEARS AGO AND NO COMPENSATION IS GENERATED FROM THIS OUTSIDE BUSINESS ACTIVITY; HE MAY GET SOME SUMMIT CLIENTS AS A RESULT OF HIS RELATIONSHIP WITH LEGATUS. 5 HRS/MO-0 DURING TRADING HRS 4) MR. SALVO IS A MEMBER OF THE GIFT PLANNING COUNSEL OF NJ AN OUTSIDE BUSINESS ACTIVITY WITH NO LOCATION. FOR THIS BUSINESS, MR. SALVO ATTENDS EDUCATIONAL SEMINARS AND NETWORKS WITH OTHER MEMBERS. HE HAS BEEN A MEMBER FOR TEN YEARS. HE DOES PAY MEMBERSHIP DUES. 2 HRS/MO-2 DURING TRADING HRS. MR. SALVO MAY BE HIRED BY A NONPROFIT TO DO SEMINARS FOR DONORS WHICH MAY RESULT IN HIM BEING HIRED TO DO PLANNING FOR SAID INDIVIDUAL, RESULTING IN A SUMMIT CLIENT. 5) MR. SALVO IS THE LICENSED USER OF THE DONOR MOTIVATION PROGRAM-36A NORTH SMITH STREET AVENEL, NJ 07001- 2003-THIS IS A FOR PROFIT CHARITABLE ORG. THROUGH WHICH MR. SALVO GIVES EDUCATIONAL SEMINARS ON PLANNED GIVING FOR NON-PROFIS. HE RECEIVES A FEE A YEAR FOR EACH ORGANIZATION THAT HE WORKS FOR AND PAYS A YEARLY FEE FOR THE LICENSE TO USE THE SYSTEM. 5 HRS/MO- 1/2 HR DURING TRADING HRS 6) SALVO AND COMPANIES, INC-NOT INV. RELATED-CONSULTING, MARKETING & DEVELOPMENT OF CURRENT & PROSPECTIVE CLIENTS-4 CAMPUS DR., PARSIPPANY, NJ 07054-CONSULTING, MARKETING & DEVELOPMENT-PRESIDENT/OWNER-3/24/82-4 HRS/MO-0 DURING TRADING HRS-CONSULTING FOR THE PURPOSE OF FURTHER DEVELOPING CURRENT CLIENTS & MARKETING PROSPECTIVE CLIENTS. 7) Salvador Salvo LLC. Investment Related. 20 Hillcrest Road, Boonton Township, NJ 02005. Advisory Business, Managing Member. Start 11/2020. 160hrs/mo, all during trading hours. Investment advisory & financial planning services. In addition, Salvador Salvo LLC will sell 76% interest to Summit Growth Partners.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-14