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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| MI | RA | APPROVED | 2026-01-05 |
Branch Locations
1233 S. Tamiami Trail Suite A, Sarasota, FL 34239 • United States
27755 Stansbury Blvd. Ste 150, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Northville | MI | 07/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Northville | MI | 11/2016 | 04/2023 |
| Summit Financial, Llc | Parsippany | NJ | 04/2023 | Present |
(1) CO-TRUSTEE FOR MOTHER'S TRUST; INV. RELATED; LAKEWOOD RANCH, FL; START DATE 8/2021; 1 HR PER MONTH; 1 HR DURING TRADING. (2) TIGER SOFTWARE, MAJORITY OWNER; INVESTMENT RELATED BUT NO TRADING CAPABILITY - STOCK RANKING SOFTWARE, TIGERSOFTWARE.COM; LOCATED AT 5834 KANTOR STREET, SAN DIEGO, CA 92122; MR. MURPHY HELPS DIRECT PRODUCT VISION, STARTED JUNE, 2023. 10-12 HOURS PER MONTH ON WEEKENDS, 0 HOURS DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-03-26 |
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