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Victoria Rosa Mercado

Summit Financial, LLC

Harleysville, PA

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-10-31
  • PA RA
    APPROVED
    Since 2025-10-31

Branch Locations

484 Harleysville Pike, Harleysville, PA 19438 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Summit Financial, Llc Parsippany NJ 10/2025 Present
Summit Financial, Llc Parsippany NJ 06/2024 10/2025
1760 Pub And Grill Trexlertown PA 06/2019 06/2024
Kutztown University Kutztown PA 08/2019 05/2024
Emmaus High School Emmaus PA 08/2015 06/2019
  • 10/2025 → Present
    Parsippany, NJ
  • 06/2024 → 10/2025
    Parsippany, NJ
  • 06/2019 → 06/2024
    1760 Pub And Grill
    Trexlertown, PA
  • 08/2019 → 05/2024
    Kutztown University
    Kutztown, PA
  • 08/2015 → 06/2019
    Emmaus High School
    Emmaus, PA
Other Businesses

(1) 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. Ms. Mercado Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-31
  • S65 Uniform Investment Adviser Law Examination
    2025-10-31
Other Names
  • Vicki Mercado

View on SEC IAPD

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