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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-14 |
Branch Locations
10900 Manchester Road Suite 100, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Disys | Mclean | VA | 07/2019 | 09/2019 |
| Wells Fargo Clearing Services | St. Louis | MO | 07/2019 | 01/2020 |
| Wells Fargo Corporation | St. Louis | MO | 07/2017 | 12/2018 |
| Nike Inc | Chicago | IL | 01/2015 | 12/2016 |
| Depaul University | Chicago | IL | 07/2013 | 06/2017 |
| Unemployed | St. Louis | MO | 01/2019 | 06/2019 |
| Severin Investments | St Louis | MO | 02/2020 | 03/2021 |
| Private Client Services | Kirkwood | MO | 04/2021 | Present |
| Tap Consulting Llc Dba Genex Consulting | Kirkwood | MO | 04/2021 | 01/2025 |
| Summit Financial, Llc | Parsippany | NJ | 01/2025 | Present |
1) Summit Financial dba Genex Consulting; Investment related; 4 Campus Drive, Parsippany, NJ 07054; RIA; IAR; Start date: 11/01/2024; Hours per month: 160; Hours during trading: 140; Duties: IAR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-25 |
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