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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Delta Airlines | Atlanta | GA | 04/1995 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toledo | OH | 07/2009 | 03/2026 |
| Bank Of America, N.A. | Toledo | OH | 09/2009 | 03/2026 |
| Summit Financial, Llc | Parsippany | NJ | 03/2026 | Present |
| Purshe 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 client accounts. 2) Fixed Insurance. No. At Registered Location. Traditional/Fixed Insurance; Agent. 12/2025. 1. 1. Sales of traditional/fixed insurance products. 3) Delta Hotel LLC. No. 95 Cedar Ridge Airport Rd Griffin, GA 30223. Other. Owner. 09/2013. 4. 2. Aircraft instruction, leasing, and consulting. 4) Delta Airlines. No. 1030 Delta Blvd Atlanta, GA 30354. Other. Pilot. 04/1995. 60. 30. Pilot.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-24 |
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