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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-14 |
Branch Locations
2601 Cattlemen Rd Ste 501, Sarasota, FL 34232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Sarasota | FL | 12/2004 | 06/2024 |
| Osaic Wealth, Inc. | Sarasota | FL | 01/2005 | 02/2020 |
| Lpf Advisors, Llc | Sarasota | FL | 04/2019 | 04/2025 |
| Walsh Pond, Llc | Sarasota | FL | 03/2022 | 04/2025 |
| Lpf Advisors, Llc | Sarasota | FL | 10/2005 | 04/2025 |
| Mark Picchi, Sole Proprietor | Sarasota | FL | 10/2005 | 04/2025 |
| Osaic Wealth, Inc. | Lakeland | FL | 06/2024 | 04/2025 |
| Summit Financial, Llc Dba Lpf Advisors | Sarasota | FL | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1.) Summit Financia, LLC dba LPF Advisors, LLC. Investment Related. At Registered Location. RIA. IAR. 05/2025.160. 130; An owner of LPF Advisors and IAR for Summit, meet clients, propose investment's, review with client. And other responsibilities needed 2) Fixed Insurance. Investment Related. At Registered Location. Traditional/Fixed Insurance. Agent. 1/2025. 10. 10. Sales of traditional/fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-12-28 |
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