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John Paul Sleesman

Summit Financial, LLC

Raleigh, NC

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-01
  • NC RA
    APPROVED
    Since 2025-01-01

Branch Locations

7780 Brier Creek Parkway Suite 325, Raleigh, NC 27617 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Southeast Financial Group (Dba) Durham NC 06/2006 12/2024
Lpl Financial Corporation Durham NC 09/2009 09/2019
Secrest Blakey & Associates, Llc Durham NC 10/2012 11/2019
Liberty Partners Financial Services, Llc. Raleigh NC 08/2019 10/2025
Summit Financial, Llc Parsippany NJ 10/2024 Present
Modern Capital Securities, Inc. Raleigh NC 10/2025 Present
  • 06/2006 → 12/2024
    Southeast Financial Group (Dba)
    Durham, NC
  • 09/2009 → 09/2019
    Lpl Financial Corporation
    Durham, NC
  • 10/2012 → 11/2019
    Secrest Blakey & Associates, Llc
    Durham, NC
  • 08/2019 → 10/2025
    Liberty Partners Financial Services, Llc.
    Raleigh, NC
  • 10/2024 → Present
    Summit Financial, Llc
    Parsippany, NJ
  • 10/2025 → Present
    Modern Capital Securities, Inc.
    Raleigh, NC
Previous Registrations
  • 2009-11-16 → 2024-12-31
    Southeast Financial Group
    Durham, NC
    Raleigh, NC
  • 2009-09-08 → 2009-11-16
    Lpl Financial Llc
    Raleigh, NC
  • 2006-12-05 → 2009-09-08
    Waterstone Financial Group, Inc.
    Durham, NC
Other Businesses

1. 9/27/2010: OTHER-FARM LAND - JNH LAND COMPANY, LLC - 25% PARTNER/OWNER. - TIME SPENT 2%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-05
  • S66 Uniform Combined State Law Examination
    2006-10-05
Designations

View on SEC IAPD

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JAY DAVID MCKINNEY
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Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

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