Cory Dale Summers

Current Employers

Employment History

• 06/2010 → Present
  Freedom Property Management
  Fort Worth, TX
• 10/2013 → Present
  Corpus Christi Financial Group, Llc
  Corpus Christi, TX
• 09/2014 → 06/2021
  Voya Financial Advisors
  Corpus Christi, TX
• 06/2021 → 08/2021
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2021 → Present
  Lpl Financial, Llc
  Corpus Christi, TX

Previous Registrations

• 2021-06-09 → 2021-09-15
  Cetera Wealth Services, Llc
  Corpus Christi, TX
  Toledo, OH
• 2013-04-05 → 2021-06-09
  Voya Financial Advisors, Inc.
  Corpus Christi, TX
  Toledo, OH
  Windsor, CT
• 2011-10-05 → 2013-04-17
  Charles Schwab & Co., Inc.
  Corpus Christi, TX
  San Antonio, TX
• 2011-06-27 → 2011-09-30
  Valic Financial Advisors, Inc.
  Addison, TX
• 2008-10-15 → 2009-10-16
  Westpark Wealth Advisors, Inc.
  Grapevine, TX
  Houston, TX
• 2007-11-07 → 2008-10-09
  Td Ameritrade, Inc.
  Fort Worth, TX
• 2007-11-07 → 2008-10-09
  Td Ameritrade Investment Management, Llc
  Fort Worth, TX
• 2007-01-19 → 2007-10-30
  Edward Jones
  St Louis, MO
  Grapevine, TX
  Colleyville, TX

Other Businesses

1. 08/26/2021 - COPPERHEAD COMMERCIAL PROPERTIES, LLC/ REAL ESTATE RENTAL/ INVESTMENT RELATED/ 1%/ 6210 WOOLDRIDGE RD, CORPUS CHRISTI, TX 78414 - start date: 04/2018 2. 08/26/2021 - FREEDOM PROPERTY MANAGEMENT, LLC./ BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY/ NOT INVESTMENT RELATED/ 0%/ CORPUS CHRISTI, TX - Start date: 06/2010 3. 08/26/2021 - CORPUS CHRISTI FINANCIAL GROUP, LLC/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ CORPUS CHRISTI, TX - Start date: 4/2013 4. 08/26/2021 - CORY SUMMERS/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 0%/ CORPUS CHRISTI, TX - Start date: 01/2006 5. 08/26/2021 - COPPERHEAD VIRTUAL PROPERTIES LLC/ OTHER/ BOT INVESTMENT RELATED/ 1%/ CORPUS CHRISTI, TX - Start date: 01/2019 6. 10/21/2021 - Copperhead Vacation Properties - Investment Related - Port Aransas, TX - Business Entity For Tax/Investment Purposes Only - Started 10/15/2021 - 5 Hours Per Month/1 Hour During Securities Trading - Formed LLC to own vacation rental property for tax, liability and investment purposes. Plan is for the first rental to be in Port Aransas, TX. Possibly more after that. 7. 10/06/2025 - Coastal Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At reported business Location(s) - Start date: 10/29/2025 40 hrs/mnth during Trading

Exams

• S66 Uniform Combined State Law Examination
  2006-12-21
• S63 Uniform Securities Agent State Law Examination
  2005-11-11

Designations