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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2018-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 02/2015 | 07/2017 |
| Summit Risk Management, Inc. | Parsippany | NJ | 02/2015 | Present |
| Summit Financial Resources, Inc. | Parsippany | NJ | 02/2015 | Present |
| Summit Equities, Inc. | Parsippany | NJ | 07/2017 | Present |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-13 |
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