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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-30 |
| IN | RA | APPROVED | 2005-01-10 |
Branch Locations
7912 Carnegie Boulevard, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2005-02-23 |
Branch Locations
7912 Carnegie Boulevard, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 08/2004 | Present |
| Summit Consultants, Inc. | Fort Wayne | IN | 02/1989 | Present |
(1) 08/31/2004 - DBA ONLY - SUMMIT CONSULTANTS INC. - FORT WAYNE, IN (2) 08/31/2004 - SPOLTMAN FINANCIAL INC - BUSINESS ENTITY FOR ACCOUNTING PURPOSES - ACCOUNTING PURPOSES ONLY (3) 01/19/2005 - SUMMIT CONSULTANTS, INC. - REGISTERED INVESTMENT ADVISOR DBA - SUMMIT CONSULTANTS, INC. - FORT WAYNE, IN (4) 08/29/2006 - NON-VARIABLE INSURANCE - SELL OUTSIDE INSURANCE - 5% OF TIME SPENT - FORT WAYNE, IN (5) 09/08/2006 - JSJ ASSOCIATES, LLC - REAL ESTATE RENTAL - JSJ ASSOCIATES, LLC-BUILDING AN 11,000 SQUARE FOOT OFFICE BUILDING IN FORT WAYNE, IN - 5% OF TIME SPENT (6) 9/17/2013 - NOTARY - NOTARY FOR THE STATE OF INDIANA. NO CHARGE FOR SERVICE; ONLY DO FOR CLIENTS. - 1% OF TIME SPENT - FORT WAYNE, IN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-06 |
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