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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-06-26 |
| NJ | RA | APPROVED | 2024-06-04 |
| PA | RA | APPROVED | 2024-06-03 |
| TX | RA | APPROVED_RES | 2024-05-31 |
Branch Locations
West Grove, PA • United States
1013 Centre Rd Ste 411, Wilmington, DE 19805 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Wilmington | DE | 01/2004 | 05/2024 |
| Lpl Financial, Llc | Mt. Laurel | NJ | 05/2024 | Present |
1- 05/31/2024 / First Summit Capital Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start date: 04/19/2024 - 160hrs/mnth 8hrs during Trading 2- 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025 - 0hrs/mnth 0hrs during Trading 3. 09/03/2025- First Summit Partners, LLC- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 05/31/2024 - 0hrs/mnth 0hrs during Trading 4. 09/08/2025 Momentum Insurance Services-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/04/2025- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-02 |
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