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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-14 |
Branch Locations
2601 Cattlemen Rd Ste 501, Sarasota, FL 34232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2018 | 10/2022 |
| Nichols College | Dudley | MA | 09/2014 | 05/2018 |
| G Norwood Landscape Management | Brockton | MA | 03/2015 | 12/2017 |
| Merrill Lynch Pierce Fenner & Smith Inc | Providence | RI | 05/2017 | 08/2017 |
| Toby Keiths I Love This Bar And Grill | Foxboro | MA | 06/2017 | 09/2018 |
| Doucette Capital | Plainville | MA | 10/2022 | 04/2024 |
| Raymond James Financial Services, Inc. | Plainville | MA | 10/2022 | 04/2024 |
| Raymond James Financial Services Advisors, Inc. | Plainville | MA | 10/2022 | 04/2024 |
| Habig Capital | Plainville | MA | 10/2022 | 03/2025 |
| Osaic Wealth, Inc. | Sarasota | FL | 04/2024 | 06/2024 |
| Osaic Wealth, Inc. | Sarasota | FL | 06/2024 | 04/2025 |
| Summit Financial Dba Lpf Advisors | Sarasota | FL | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1) Summit Financial dba LPF Advisors. Investment related. At registered location. RIA. IAR. Start date: 04/2025. 160 hrs/month; all during trading hours. I am a financial advisor with the RIA firm that meets with clients and provides wealth management services. 2) Fixed Insurance. Investment related. At registered location. Traditional/fixed insurance. Agent. Start date: 04/2025 5 hrs/month; all during trading hours. Sales of traditional/fixed insurance. 3) PKSF. Investment related. At registered location. Traditional/fixed insurance. Agent. Start date: 04/2025. 1 hr/month; during trading hours. Sales of traditional/fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-20 |
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