Benjamin Vincent Onofrio

Current Employers

Employment History

• 08/2016 → 06/2018
  Clemson University
  Clemson, SC
• 06/2018 → 06/2024
  Lincoln Financial Securities Corporation
  Branford, CT
• 06/2022 → 06/2024
  Summit Asset Management
  Branford, CT
• 06/2024 → Present
  Lpl Financial Llc
  Branford, CT
• 07/2024 → Present
  Summit Planning Group, Llc
  Branford, CT

Previous Registrations

• 2023-07-10 → 2024-08-24
  Summit Asset Management, Llc
  Branford, CT
• 2021-10-14 → 2024-06-12
  Osaic Fs, Inc.
  Branford, CT

Other Businesses

1) 06/05/2024 - Summit Planning Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 06/05/2024 - Benjamin Onofrio - Non-Variable Insurance - Merit Insurance Services - CT 06405 - Investment related - 1 Hour per month - Start date: 06/12/2024. 3) 07/01/2024 - Summit Planning Group LLC - Registered Investment Advisor - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/12/2024 - 2 Hours Per Month/ 0 Hours During Trading - I provide financial planning and consulting services through Summit Planning Group LLC, an independent investment advisor firm.  I started this business activity in 6/2024. I expect to spend approximately 2 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-11-20
• S63 Uniform Securities Agent State Law Examination
  2018-07-12