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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-27 |
Branch Locations
9325 Maltby Road, Brighton, MI 48116 • United States
Brighton, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ann Arbor | MI | 06/2017 | 03/2026 |
| Kohorts It Services Llc | Brighton | MI | 06/2009 | Present |
| Bank Of America, N.A. | Ann Arbor | MI | 02/2018 | 03/2026 |
| Summit Financial, Llc | Brighton | MI | 03/2026 | Present |
| Pushe Kaplan Sterling Investments | Albany | NY | 04/2026 | Present |
1) Summit Financial dba Kamal Capital Group. Yes. At Registered Location. RIA. IAR. 03/2026. 160. 130. Manage staff, find and develop new client opportunities, responsible for technology 2) Fixed Insurance. Yes. At Registered Location. Traditional/Fixed Insurance. Agent; 03/2026. 1. 1. Sales of traditional/fixed insurance. 3) PKSF. Yes. At Registered Location. Traditional/Fixed Insurance. Agent; 03/2026. 5. 5. Sales of traditional/fixed insurance. 4) KoHorts IT Services, LLC. No. 1889 Sharp Sand Circle Brighton, MI 48114. Consulting Services. CEO. 04/2009. 40. 20. Manage sales and provide consulting on IT, software and carbon footprint and energy management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-27 |
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