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5429 Lbj Freeway Suite 750, Dallas, TX 75240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| MI | RA | APPROVED | 2021-04-20 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | Bad Axe | MI | 09/2019 | 04/2021 |
| Prospera Financial Services Inc | Dallas | TX | 04/2021 | Present |
| Lundy Financial Services D/B/A | Bad Axe | MI | 02/2010 | Present |
| Summit Brokerage Services Inc | Bad Axe | MI | 02/2010 | 09/2019 |
| Summit Financial Group | Bad Axe | MI | 02/2010 | 04/2021 |
(1) LUNDY FINANCIAL SERVICES - LOCATED AT 840 S VAN DYKE RD., BAD AXE, MI 48413 - DBA NAME - FINANCIAL ADVISOR MORE THAN 60% OF TIME DURING TRADING HRS. COMPENSATION IS MORE THAN 60% OF INCOME. (2) OWNER OF BUILDING - 836 S. VAN KYKE BAD AXE MI 48413 - ZERO HOURS A MONTH - COMENSATION IS ONLY RENT (3) St. Hubert Finance Committee; Investment Relates - No; 3111 Whitelam St., Bad Axe, MI 48413; Board Member; 08/2021; 0 Hours Per Month; 1 During Trading Hours; Non Compensated Committee Member Non-Profit
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-31 |
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