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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-28 |
| CA | RA | APPROVED | 2002-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | La Mesa | CA | 09/2000 | Present |
| Summit Financial Group | La Mesa | CA | 07/2016 | Present |
1. 01/11/2008: GMGG, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2. 11/09/2016: Summit Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start 11/02/2016 - 0 Hr/Mo. 3. 1/21/2020 - Summit Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/14/2020 - 80 Hours Per Month During Securities Trading. 4. 04/26/2024 - Summit Financial Group - Inv Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started: 1/1/2024 - 80 Hrs/Mo; 40 Hrs During Trading. 5. 02/25/2026 - GB AVIATION LLC - Business Owner - Not Investment Related - Alpine, CA - Start Date 02/20/2026 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-13 |
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