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7912 Carnegie Boulevard, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2005-02-23 |
Branch Locations
7912 Carnegie Boulevard, Fort Wayne, IN 46804 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2003-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 02/2003 | Present |
| Summit Consultants, Inc. | Fort Wayne | IN | 07/1998 | Present |
1. 04/15/2003 - NON-VARIABLE INSURANCE - SELLING FIXED ANNUITIES, LONG TERM CARE, HEALTH, WHOLE AND TERM LIFE INSURANCE - FORT WAYNE, IN 2. 09/08/2004 - REAL ESTATE - JSJ ASSOCIATES, LLC-BUILDING AN 11,000 SQUARE FOOT OFFICE BUILDING IN FORT WAYNE, INDIANA 3. 03/08/2005 - REGISTERED INVESTMENT ADVISOR - SUMMIT CONSULTANTS INC - -FORT WAYNE, IN 4. 08/13/2013 - Summit Consultants, Inc. - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-23 |
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