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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
1 Harding Road Suite 100, Red Bank, NJ 07710 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Equities, Inc. | Parsippany | NJ | 04/2014 | 12/2018 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 04/2014 | 09/2018 |
| Purshe Kaplan Sterling Investments, Inc | 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. Megill Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (2) Summit Financial, LLC: Investment Related. 4 Campus Drive, Parsippany, NJ 07054. RIA. IAR. 09/2018. 160 Hrs/Mo; All During Trading Hours. Provide Financial Advice to Clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-21 |
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