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Stephen Andrew Casey

Summit Financial, LLC

Bonita Springs, FL

Signet Financial Management, LLC

Estero, FL

Parsippany, NJ

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Current Employers
Summit Financial, Llc

4 Campus Drive, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-29
  • FL RA
    APPROVED
    Since 2026-01-29

Branch Locations

Bonita Springs, FL • United States

Signet Financial Management, Llc

400 Interpace Parkway, Building C 2Nd Floor, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-25
TX RA APPROVED_RES 2012-10-15
  • FL RA
    APPROVED
    Since 2025-07-25
  • TX RA
    APPROVED_RES
    Since 2012-10-15

Branch Locations

Estero, FL • United States

400 Interpace Parkway, Building C 2Nd Floor, Parsippany, NJ 07054 • 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
Signet Financial Management, Llc Bonita Springs FL 09/2007 Present
Summit Financial, Llc Parsippany NJ 01/2026 Present
Previous Registrations
  • 2003-02-03 → 2005-10-12
    Loggerhead Financial, Llc
    Duck Key, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-28
S63 Uniform Securities Agent State Law Examination 1989-05-30
  • S65 Uniform Investment Adviser Law Examination
    2004-10-28
  • S63 Uniform Securities Agent State Law Examination
    1989-05-30

View on SEC IAPD

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