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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-01-03 |
Branch Locations
3 disclosure categories 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 | 09/2009 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 09/2009 | 09/2018 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2018 | Present |
| Summit Financial, Llc | Parsippany | NJ | 11/2018 | Present |
(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. Mr. Nolan Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (2) Summit Financial, LLC: DBA Nolan Wealth Management. Investment Related. 475 Wall Street, Princeton NJ 08540. RIA. IAR. Start 11/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-21 |
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