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Craig J. Summa

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CRD#: 1401632
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Craig John Summa was a registered financial professional .

Craig is a previously registered financial professional and started their career in finance in 1985. Craig had worked at 18 firms and has passed the Series 63, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 26, 2005 - December 11, 2006

FRANKLIN ROSS, INC.

BD
CRD#: 43610
FORT LEE, NJ
Past

March 24, 2003 - July 29, 2005

J.P. MATRIX PARTNERS L.L.C

BD
CRD#: 117957
RED BANK, NJ
Past

December 6, 2002 - March 17, 2003

METRO TRADING, INC.

BD
CRD#: 42484
DEERFIELD BEACH, FL
Past

August 27, 2001 - April 25, 2002

JERSEY SHORE TRADING GROUP INC.

BD
CRD#: 47440
RED BANK, NJ
Past

April 5, 2001 - May 23, 2002

PHILLIP LOUIS TRADING, INC.

BD
CRD#: 19378
RED BANK, NJ
Past

November 28, 2000 - March 21, 2001

GLOBAL CAPITAL SECURITIES CORPORATION

BD
CRD#: 16184
ENGLEWOOD, CO
Past

July 2, 1998 - November 28, 2000

PACIFIC CONTINENTAL SECURITIES CORPORATION

BD
CRD#: 2398
BEVERLY HILLS, CA
Past

January 8, 1998 - June 26, 1998

THE CAMELOT GROUP, INC.

BD
CRD#: 31091
FT LAUDERDALE, FL
Past

December 18, 1996 - February 25, 1998

DANALLEN INVESTMENT GROUP INC.

BD
CRD#: 38968
ASTORIA, NY
Past

July 30, 1996 - December 24, 1996

WILLIAM SCOTT & CO. L.L.C.

BD
CRD#: 14979
UNION, NJ
Past

January 16, 1996 - July 26, 1996

TUSCANY EQUITY MANAGEMENT CORPORATI0N

BD
CRD#: 20016
DEERFIELD BEACH, FL
Past

April 25, 1994 - June 9, 1995

THE WELLINGTON GROUP, INC.

BD
CRD#: 17814
NEW YORK, NY
Past

December 2, 1993 - June 3, 1994

AMERICAP FINANCIAL, INC.

BD
CRD#: 19626
FORT WORTH, TX
Past

July 22, 1991 - November 12, 1993

CROWN FINANCIAL GROUP, INC.

BD
CRD#: 540
JERSEY CITY, NJ
Past

May 5, 1989 - August 20, 1991

BARRETT DAY SECURITIES, INC.

BD
CRD#: 17717
NEW YORK, NY
Past

November 21, 1988 - May 16, 1989

INDIVIDUAL'S SECURITIES LTD.

BD
CRD#: 7279
Past

December 17, 1986 - December 3, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372
Past

September 24, 1985 - December 18, 1986

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/3/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 55
Date: 7/30/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


FR
FRANKLIN ROSS, INC.
FRANKLIN ROSS, INC. | THE FRANKLIN TRUST CORPORATION | NETREACH CAPITAL GROUP, INC.

CRD#: 43610 / SEC#: , 8-50356

BD
Cancelled by SEC on 04/06/2011
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 06/05/1997
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ROSS, MARK GERALD JRSHAREHOLER/RR/EXEC VICE PRES1287721
HORN, CHARLES LEONARDSHAREHOLDER3139046
HERRIDGE, KEVIN KREIGCEO/COO/DOC/PRESIDENT847373
HERRIDGE, SUMMA, FRANKLIN-ROSS, LLCSHAREHOLDER

Disclosures


Regulatory Event7

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FRANKLIN ROSS, INC.

CRD#: 43610

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