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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 | 11/2016 | 06/2017 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 11/1982 | 09/2018 |
| Summit Risk Management, Inc. | Parsippany | NJ | 08/2009 | 10/2018 |
| Summit Equities, Inc. | Parsippany | NJ | 06/2017 | 09/2018 |
| Ls Securities Llc | New York | NY | 10/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | 09/2022 |
| Summit Risk Management Llc | Parsippany | NJ | 10/2018 | 09/2022 |
| Summit Financial, Llc | Parsippany | NJ | 09/2022 | 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. Weinman Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (2) Mr. Weinman is CEO of LS Securities, LLC; CEO of Summit Risk Management (SRM), LLC and President of Summit Advisor Services, LLC. Time devoted to these outside activities is minimal, dependent on business activity at the time.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-09-19 |
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