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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 11/1998 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 08/1999 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | Present |
1) Summit Financial Resources. Investment Related. 4 Campus Drive, Parsippany, NJ 07054. RIA, IAR. Start 9/2018. 160hrs/mo, all during trading hours. Provide Financial Advice to Clients 2) Summit Risk Management - Investment Related. 4 Campus Drive, Parsippany, NJ 07054. Fixed Insurance, Insurance agent. Start 9/2018. 20hrs/mo all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-12 |
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