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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-11 |
| TX | RA | APPROVED | 2024-06-11 |
Branch Locations
5905 Granite Lake Drive Suite 110, Granite Bay, CA 95746 • United States
5905 Granite Lake Dr Ste 110, Granite Bay, CA 95746 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc | San Diego | CA | 05/2013 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 05/2013 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 06/2024 |
| Cetera Advisors Llc | Granite Bay | CA | 09/2022 | 06/2024 |
| Lpl | Granite Bay | CA | 06/2024 | Present |
1.06/11/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name DR SUMMIT WEALTH MANAGEMENT, INC.; Investment Related; at Reported Business Location(s); Start Date 01/01/2010; 160hrs/mth; 8hrs during trading 2.06/11/2024; Nick Routh Insurance; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2010; 1hrs/mth; 0hrs during trading 3.07/31/2026; Summit Wealth Advisory, Inc.; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/25/2026; 160hrs/mth; 120hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-12 |
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