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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-30 |
| IN | RA | APPROVED | 2006-11-29 |
Branch Locations
7912 Carnegie Boulevard, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2007-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 07/2006 | Present |
| Summit Consultants, Inc. | Fort Wayne | IN | 01/2007 | Present |
1. 01/10/2007 - REGISTERED INVESTMENT ADVISOR - SUMMIT CONSULTANTS, INC. - WE ARE NOT CHARGING A FEE OR BY THE HOUR FOR A FINANCIAL PLAN OR ADVICE AT THIS POINT. - NO TIME SPENT - FORT WAYNE, IN 2. 07/25/2008 - NON-VARIABLE INSURANCE - REGISTERED TO SELL NON VARIABLE INSURANCE WITH THE STATE OF INDIANA. - TIME SPENT 1% - FORT WAYNE, IN 3. 06/02/2010 - FOR TAX PURPOSES ONLY - SPOLTMAN FINANCIAL, INC. - USED FOR ACCOUNTING PURPOSES ONLY FOR THE FAMILY BUSINESS. - NO TIME SPENT 4. 08/13/2013 - DBA ONLY - SUMMIT CONSULTANTS, INC. - FORT WAYNE, IN 5. 09/17/2013 - NOTARY - NOTARY FOR THE STATE OF INDIANA; USED FOR CLIENT FORMS AS NEEDED; WE DO NOT CHARGE A FEE - 1% OF TIME SPENT - FORT WAYNE, IN 6. 10/9/2017 - No Business Name - Investment Related - Playas del Coco, Guanacaste, Costa Rica - Real Estate Rental - Started 05/21/2012 - 0 Hours Per Month - One unit, in a condo building. 7. 8/1/2018 - No Business Name - Investment Related - Fort Wayne and Roanoke, IN - Other-Fitness - Start Date:07/22/2018 - 20 Hours Per Month/0 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-28 |
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