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45 Rockefeller Plaza Floor 5, New York, NY 10111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-03-03 |
Branch Locations
2445 Kuser Road, Suite 302 Zone B, Hamilton, NJ 08690 • United States
45 Rockefeller Plaza Floor 5, New York, NY 10111 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Risk Management, Inc. | Parsippany | NJ | 08/2009 | 01/2019 |
| Summit Equities, Inc. | Parsippany | NJ | 01/2015 | 01/2019 |
| Summit Financial Resources, Inc. | Parsippany | NJ | 01/2015 | 01/2019 |
| Summit Financial, Llc | Parsippany | NJ | 12/2018 | 01/2019 |
| Axiom Capital Management, Inc. | New York | NY | 03/2019 | 02/2020 |
| Rockefeller Financial Llc | Hamilton | NJ | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-02-19 |
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