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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-12 |
| TX | RA | APPROVED | 2024-06-12 |
Branch Locations
41-B New London Turnpike, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Planning Group, Llc | Glastonbury | CT | 03/2003 | Present |
| Lincoln Financial Securities Corporation | Glastonbury | CT | 07/2008 | 06/2024 |
| Summit Asset Management, Llc | Glastonbury | CT | 09/2011 | Present |
| Lpl Financial Llc | Glastonbury | CT | 06/2024 | Present |
1) 06/06/2024 - Summit Planning Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 2) 06/06/2024 - Insurance Sales - Non-Variable Insurance - Selling: Term, LTC, Crump - CT 06033 - Investment related - 20 Hours per month - Start date: 03/01/2003. 3) 06/06/2024 - Alison Gaffney - Coach/Sports/Fitness - Fitness Coach - Non investment related - 4 Hours per month - Start date: 02/21/2018. 4) 06/12/2024 - Notary - Investment Related - At Reported Business Location(s) - Start Date 12/31/2015 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-13 |
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