Sean Patrick Mcdermott

Current Employers

Employment History

• 05/2000 → Present
  Lpl Financial, Llc
  Boca Raton, FL
• 11/2000 → Present
  Summit Investment Advisory Services, Inc.
  Boca Raton, FL

Other Businesses

1. 10/03/2002 - NO BUSINESS NAME - INV REL - 3065 CENTRE POINTE DR STE 2, ROSEVILLE, MN 55113 - NON-VARIABLE INSURANCE - ROSEVILLE, MN 2. 12/06/2013: SUMMIT INVESTMENT ADVISORS - SEMINAR SPEAKER - 2% OF TIME SPENT - SPEAKING ON SOCIAL SECURITY RELATED TOPICS AT WORKSHOPS AND CONFERENCES. 3. 12/06/2013: SUMMIT INVESTMENT ADVISORS - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 3065 CENTRE POINTE DR STE 2, ROSEVILLE, MN 55113 4. 06/05/2014 - Summit Investment Advisory Services - INV REL - 3065 Centre Pointe Drive, Suite 2 Roseville, MN 55113 - Registered Investment Advisor Hybrid - START 06/02/2014 - 40 HOURS PER MONTH, 3 DURING TRADING - Provide financial plans on a fee as well as hourly based. 5. 12/23/2014 - Summit Advisors, Inc. - 3065 Centre Pointe Drive, Suite 2 Roseville, MN 55113 - Business Entity For Tax/Investment Purposes Only - START 11/14/14 - 2 HOURS PER MONTH - Business Entity For Tax/Investment Purposes Only 6. 11/25/2015 - NO BUSINESS NAME - NOT INV REL - 3065 Centre Pointe Drive, Stuite2 Roseville, MN 55113 - Notary Public - START 01/01/2000 - NO TIME SPENT - I'm a notary public and notarize signatures. 7. 03/21/2016; Newman Long Term Care; Non-Variable Insurance; INV REL; AT REPORTED BUSINESS LOCATION;START 03/11/2016; ,A. Agent B. Newman Long Term Care. , C. Yes carrier level, D. No; 1 HR/MO; 0 HRS DURING SECS TRADING. 8. 9/19/2019 - Summit Estate Planning, LLC - Investment Related - At Reported Business Location(s) - Other-Estate Planning Services - Owner/Operator - Started 09/12/2019 - 2 Hours Per Month During Securities Trading - Collect estate planning documents for licensed attorney and law firms for the creation of will, trusts, and estate plans. Also facilitate the signing and notarization of estate planning documents. 9. 6/16/2020 - Active Florida Realty - Investment Related - Home Based - Mortgage/Real Estate Services - Started 06/12/2020 - 0 Hours Per Month 10. 10/06/2022 - Summit Tax Advisory Services, Inc. - Investment Related - 3065 Centre Pointe Drive, Ste 2 - Tax Prep/Accounting/CPA - Start Date - 01/17/2018 - 4 Hours Per Month/3 Hours During Securities Trading 11. 01/24/2024 - No Business Name - Non-Inv Related - Roseville, MN - Author of "New State New Life" - Started: 8/1/2023 - 1 Hr/mo; 0 Hr During Trading. 12. 01/24/2024 - No Business Name - Non-Inv Related - Roseville, MN - Author of "Summit to Retirement" - Started: 5/1/2021 - 1 Hr/mo; 0 Hr During Trading. 13. 11/12/2024 - SPMCD, LLC - Real Estate Rental- Investment Related - At Reported Business Location- Start Date 01/01/2024 - 1 Hour Per Month/ 0 Hours During Trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-10-06

Designations