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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-01 |
| CO | RA | APPROVED | 2025-05-01 |
| MD | RA | APPROVED | 2025-05-01 |
| NY | RA | APPROVED | 2025-05-01 |
| OR | RA | APPROVED | 2025-05-01 |
| PA | RA | APPROVED | 2025-05-01 |
| TX | RA | APPROVED_RES | 2025-05-01 |
Branch Locations
1500 Nw Bethany Blvd Ste 200, Beaverton, OR 97006 • United States
Scottsdale, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scf Securities, Inc. | Fresno | CA | 05/2013 | 05/2025 |
| Scf Investment Advisors, Inc. | Fresno | CA | 05/2013 | 05/2025 |
| The Summit Financial Strategies, Inc | Beaverton | OR | 04/2002 | Present |
| Lpl Financial Llc | Beaverton | OR | 05/2025 | Present |
1.03/11/2025; The Summit Financial Strategies, Inc.; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2002; 2hrs/mth; 1hrs during trading 2.03/18/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Summit Financial Strategies, Inc.; Investment Related; at Reported Business Location(s); Start Date 04/01/2002; 200hrs/mth; 5hrs during trading 3.08/31/2026; The Langer Family Trust; Real Estate Rental; Investment Related; Tempe,AZ; Start Date 09/15/2026; 1hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-10 |
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