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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crow Financial Advisors | Albuquerque | NM | 01/2015 | 12/2017 |
| Full-Time Education | Albuquerque | NM | 01/2015 | 12/2017 |
| Crow Financial Advisors | Albuquerque | NM | 01/2018 | 04/2021 |
| Crow Financial Advisor | Albuquerque | NM | 04/2021 | 05/2025 |
| Summit Financial, Llc | Parsippany | NM | 02/2025 | Present |
(1) Williams Insurance. This business is investment related. Address: 5044 Silver King Road, Las Cruces, NM 88011. Nature of business is the sale of life insurance. Christian Williams is owner, producer of Williams Insurance. Relationship began 2020. Estimated hours devoted to Williams Insurance is 10 hours a month with a small portion of those hours occurring during trading hours. Duties include offering life insurance to those who need insurance. Quotes are offered from various insurance agencies based on applicants needs/wants. Facilitates paperwork once the insurance product is selected by the customer. (2) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Williams Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-28 |
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