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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 09/2006 | 12/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Finacial Resources, Inc. | Parsippany | NJ | 09/2006 | 09/2018 |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | Present |
(1) Summit Financial, LLC: Investment related-4 Campus Drive, Parsippany, NJ 07054-RIA-IAR-9/2018-160 hrs/mth-160 during trading hrs-Provide financial advice to clients; Mr. Porro is also the Director of Insurance for Summit Financial. (2) Mass Mutual- Position: Sales Manager with Agency #156; Not Investment related-4 Campus Drive, Parsippany, NJ 07054-Fixed Life, disability, long term care & annuity sales-10/11/2006-160 hrs/mth-40 during trading hrs-Assists in case design, underwriting & carrier relationships (3) 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. Porro Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-28 |
| S66 | Uniform Combined State Law Examination | 2001-05-01 |
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