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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-03-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 09/2013 | 09/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 09/2013 | 10/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | 02/2020 |
| Summit Financial, Llc | Parsippany | NJ | 03/2020 | Present |
1. Summit Financial, LLC DBA The Salvo Wealth Group. Investment Related. 4 Campus Drive, Parsippany NJ 07054. Wealth Planning, Investment Advisor since 2020; 160 hours per month, all during trading. Generating new business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-21 |
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