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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-26 |
Branch Locations
11350 Mc Cormick Rd Executive Plaza I I I Ste 501, Hunt Valley, MD 21031-1002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hunt Valley | MD | 08/2005 | Present |
| Summit Investment Advisors, Inc. Dba Summit Financial | Hunt Valley | MD | 11/2004 | Present |
1. 01/10/2006: NON-VARIABLE INSURANCE / FIXED INSURANCE FOR APPROXIMATELY 10 CLIENTS PER YEAR / 1% / HUNT VALLEY, MD 2. 07/22/2005: DBA ONLY / SUMMIT FINANCIAL GROUP / HUNT VALLEY, MD 3. 06/26/2014 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - SUMMIT FINANCIAL - TIME SPENT 160 HOURS PER MONTH - HUNT VALLEY, MD 4. 07/08/2016 * Summit Investment Advisors, Inc. * Registered Investment Advisor DBA * (hybrid) Summit Investment Advisors, Inc. * INV REL * 11350 McCormick Rd EP III Suite 501, Hunt Valley MD 21031 * Registered Admin * START 06/23/2016 * 160 HRS/MO; 100 DURING SECS TRDG HRS. 5. Michael Alessi is dually registered with Summitt Financial as an Investment Advisor Representative and LPL Financial as a Registered Representative. Mr. Alessi has been dually registered since 04/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-11 |
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