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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-11-04 |
Branch Locations
10900 Manchester Rd Suite 100, Kirkwood, MO 63122 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Town And Country | MO | 01/2008 | 01/2018 |
| Tap Consulting, Llc Dba Genex Financial | Kirkwood | MO | 01/2008 | 03/2025 |
| Tap Consulting Llc Dba Genex Consulting | Kirkwood | MO | 01/2008 | 03/2025 |
| Private Client Services | Louisville | KY | 01/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2024 | Present |
1) BCM Holdings LLC, 10900 Manchester Road Suite 100 Kirkwood, MO 63122. Member, real estate holding company. 10 hrs/month all during trading hrs. 2) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Summit Company Which Is Licensed To Sell Various Insurance Products. Mr. Sluhan Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-07 |
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