Robert Anthony Beckett

Current Employers

Employment History

• 04/2010 → 12/2018
  Summit Equities, Inc.
  Parsippany, NJ
• 04/2010 → 09/2018
  Summit Financial Resources, Inc.
  Parsippany, NJ
• 09/2018 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2010 → Present
  Summit Risk Management
  Parsippany, NJ
• 11/2018 → Present
  Summit Financial, Llc
  Parsippany, NJ

Previous Registrations

• 2010-04-30 → 2018-12-27
  Summit Equities, Inc.
  Parsippany, NJ
  Parsippany, NJ
  White Plains, NY
  Mount Pleasant, SC
  North Charleston, SC
• 2010-04-30 → 2018-09-20
  Summit Financial Resources Inc
  Parsippany, NJ
• 2008-09-08 → 2010-04-16
  Ameritas Investment Company, Llc
  Lincoln, NE
  New York, NY
• 2002-12-11 → 2008-07-23
  Park Avenue Securities Llc
  White Plains, NY
  Rye Brook, NY

Other Businesses

1. Summit Financial, LLC DBA National Wealth Advisors. Investment Related. Performed at Registered Location. Planning. Wealth Advisor. 4/2010. 40 hours per month, 20 during trading hours. Sales._____ 2. 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. Beckett Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. 3. HE IS ALSO THE 10% OWNER OF STABILIZATION PLANS FOR BUSINESS, INC. WHICH SERVICES EXISTING INSURANCE CLIENTS OF RETIRED/DECEASED AGENT'S - THIS IS A SUCCESSION PLAN THAT DOES NOT GENERATE ANY NEW BUSINESS. THIS BUSINESS RELATIONSHIP BEGAN ON 11/5/2004. HE DEVOTES 1 HOUR PER MONTH TO THIS OUTSIDE BUSINESS ACTIVITY RESPONDING TO POLICYHOLDER QUESTIONS.________ 4. MR. BECKETT IS A BROKER FOR THE JOHN M. GLOVER AGENCY, LOCATED AT 45 KNOLLWOOD RD. 5TH FLOOR, ELMSFORD, NY 10523. HE MAY REFER CASES TO THIS P&C AGENCY; THIS OUTSIDE BUSINESS ACTIVITY BEGAN IN 2010 AND MR. BECKETT DEVOTES ONE HOUR PER MONTH TO THIS ACTIVITY._________ 5. Accounting Firm Referrals. Not Investment related. Performed at registered address. Referral Source/Referrals. less than one hour/trading hour a month. Develop a relationship with various local CPAs for prospective client leads.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-08-30
• S63 Uniform Securities Agent State Law Examination
  1991-04-11

Other Names

• Bob Beckett