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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-23 |
| CA | RA | APPROVED | 2017-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | La Mesa | CA | 11/2014 | Present |
1.07/26/2017; Summit Financial Group; Outside/W-2 Employment; Investment Related; 9340 Fuerte Drive Ste. 207 La Mesa,CA; Start Date 02/01/2017; 20hrs/mth; 1hrs during trading 2.01/07/2020; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Summit Financial; Investment Related; at Reported Business Location(s); Start Date 02/01/2017; 20hrs/mth; 1hrs during trading 3.10/14/2024; none; Real Estate Rental; Investment Related; 2601 Kings View Circle Spring Valley,CA; Start Date 05/13/2022; 1hrs/mth; 0hrs during trading 4.07/31/2026; Summit Financial Group; Tax Prep/Accounting/CPA; Investment Related; La Mesa,CA; Start Date 02/01/2017; 20hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-03 |
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