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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-20 |
| TX | RA | APPROVED | 2020-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Advisors | Pittsburgh | PA | 01/2012 | Present |
| Lincoln Financial Securities Corporation | Pittsburgh | PA | 07/2008 | 07/2020 |
| Lpl Financial Llc | Pittsburgh | PA | 07/2020 | Present |
1)8/28/2020- Summit Wealth Advisors- DBA for LPL Business (entity for LPL business)- Inv. Related- Pittsburgh, PA- 100% 2)8/28/2020- RD Marketing Group (RDMG)- Non-Variable Insurance- Agent selling term insurance, fixed annuities- Concord, NH- start date 6/30/2003- 3hrs/mth- 5% 3)8/28/2020- DR Properties, LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Pittsburgh, PA- start date 6/15/2007- 0% 4)8/28/2020- DR Holdings, LP- Real Estate Rental- owner - Inv. Related- Pittsburgh, PA- start date 6/15/2007- 1hr/mth 5) 6/9/2021 - Capital City Brewing - Not Investment Related - At Reported Business Location(s) - For-Profit Board Member - Started 09/15/2020 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-08 |
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