Joel Michael Budd

Current Employers

Summit Investment Advisory Services

3065 Center Pointe Drive Suite 2, Roseville, MN 55113 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2014-05-28

MN RA
APPROVED

Since 2014-05-28

Branch Locations

3065 Center Pointe Drive Suite 2, Roseville, MN 55113 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	St Paul	MN	05/2002	Present
Summit Investment Advisory Services, Inc.	St. Paul	MN	11/2013	Present

05/2002 → Present

Lpl Financial Llc

St Paul, MN
11/2013 → Present

Summit Investment Advisory Services, Inc.

St. Paul, MN

Other Businesses

(1) 12/23/2013 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - SUMMIT INVESTMENT ADVISORS - ROSEVILLE, MN (2) 07/01/2014 - SUMMIT INVESTMENT ADVISORY SERVICES - REGISTERED INVESTMENT ADVISOR HYBRID - (HYBRID) SUMMIT INVESTMENT ADVISORY SERVICES - TIME SPENT 20 HOURS PER MONTH - ROSEVILLE, MN

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1990-01-25

S63 Uniform Securities Agent State Law Examination

1990-01-25

View on SEC IAPD

Current Employers

Summit Investment Advisory Services

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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