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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2018-11-28 |
| TX | RA | APPROVED_RES | 2018-11-27 |
Branch Locations
2041 Rosecrans Ave Ste 385, El Segundo, CA 90245-4795 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Torrance | CA | 04/2009 | 11/2018 |
| Summit Financial Group | Torrance | CA | 04/2009 | 11/2018 |
| Lpl Financial, Llc | Torrance | CA | 11/2018 | Present |
1. 01/01/2014 - PARADIGM FINANCIAL PLANNING GROUP INC/ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ INVESTMENT RELATED / 100%/ TORRANCE, CA 2. 6/4/2021 - Crump Life Insurance - Investment Related - At Reported Business Location(s) - Other-Non-Variable Insurance Trails Only - Start Date: 2/12/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-29 |
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