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Advisor at FARTHER
Berkeley Heights, NJ | SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Farther | Independent wealth | Sep 17, 2026 | n/a | yes | Berkeley Heights, NJ|SAN FRANCISCO, CA | Current employment |
| SUMMIT FINANCIAL, LLC | Bd affiliated wealth | Jan 3, 2019 | n/a | yes | Parsippany, NJ | Current employment |
| SUMMIT FINANCIAL, LLC | Bd affiliated wealth | Dec 26, 2018 | Sep 14, 2026 | no | Parsippany, NJ | Previous registration |
| SUMMIT FINANCIAL RESOURCES INC | Former SEC adviser | Sep 22, 2014 | Sep 20, 2018 | no | PARSIPPANY, NJ | Previous registration |
| SUMMIT EQUITIES INC | Former SEC adviser | Sep 10, 2014 | Dec 27, 2018 | no | PARSIPPANY, NJ|PARSIPPANY, NJ|PARSIPPANY, NJ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SUMMIT FINANCIAL, LLC | Farther | Sep 14, 2026 | Sep 17, 2026 | 3 | Firm change | Ibd to RIA |
| SUMMIT EQUITIES INC | SUMMIT FINANCIAL RESOURCES INC | Dec 27, 2018 | Sep 22, 2014 | -1,557 | Bulk transfer | Other |
| SUMMIT FINANCIAL RESOURCES INC | SUMMIT FINANCIAL, LLC | Sep 20, 2018 | Dec 26, 2018 | 97 | Bulk transfer | Other |