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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-27 |
| NY | RA | APPROVED | 2025-03-06 |
Branch Locations
443 N. Franklin Street Suite 210, Syracuse, NY 13204 • United States
Jupiter, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everest Consultants, Llc | Syracuse | NY | 07/1997 | 05/2025 |
| Independent Insurance Agent | Jupiter | FL | 01/2014 | Present |
| Summit Financial, Llc | Parsippany | NJ | 03/2025 | Present |
(1) 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. Pasquale Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (2) Consultant: Investment-Related. A small number of clients maintain accounts at Gemini via Onramp. These accounts were opened between December 2020 and July 2023. Address: 443 North Franklin Street, Suite 210, Syracuse, New York, 13204. Mr. Pasquale provides guidance and services to clients regarding Bitcoin holdings in the accounts. Some of these clients maintain accounts at Summit. Devotes 1 hour a month to this outside activity and less than 1 hour during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-04 |
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