Hal Lippman

Current Employers

Employment History

• 01/1997 → Present
  Slr Accounting, Inc
  Fort Lauderdale, FL
• 10/2011 → 09/2019
  Summit Brokerage Services Inc
  Coral Springs, FL
• 10/2011 → 05/2021
  Summit Financial Group Inc
  Coral Springs, FL
• 09/2019 → 07/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2022 → 05/2025
  Grove Point Advisors, Llc
  Rockville, MD
• 07/2022 → 05/2025
  Grove Point Investments, Llc
  Rockville, MD
• 05/2025 → 12/2025
  Lpl Financial Llc
  Fort Lauderdale, FL
• 12/2025 → Present
  Independent Financial Group, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2025-05-05 → 2025-12-04
  Lpl Financial Llc
  Fort Lauderdale, FL
• 2022-07-21 → 2025-05-02
  Grove Point Advisors, Llc
  Rockville, MD
  Fort Lauderdale, FL
  Fort Lauderdale, FL
• 2021-05-20 → 2022-07-07
  Cetera Wealth Services, Llc
  Fort Lauderdale, FL
  El Segundo, CA
• 2011-12-01 → 2021-05-20
  Summit Financial Group Inc
  Coral Springs, FL
  Fort Lauderdale, FL
  Fort Lauderdale, FL
• 2005-03-28 → 2011-11-29
  Cambridge Investment Research Advisors, Inc.
  Coral Springs, FL
• 2000-02-15 → 2005-03-28
  Cambridge Investment Research, Inc.
  Rockville, MD
  Rockville, MD
  Coral Springs, FL

Other Businesses

SLR ACCOUNTING, INC POSITION: Officer/Director NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 02/25/2005 ADDRESS: 6700 N. Andrews Avenue, Suite 203, Fort Lauderdale FL 33309, United States DESCRIPTION: CPA LIPPMAN FINANCIAL POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: 6700 N. Andrews Avenue, Suite 203, Fort Lauderdale FL 33309, United States DESCRIPTION: FINANCIAL SERVICES CORAL SPRINGS PROFESSIONAL CAMPUS PARTNERSHIP II POSITION: PARTNER/ACCOUNTANT NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2004 ADDRESS: 6700 N. Andrews Avenue, Suite 203, Fort Lauderdale FL 33309, United States DESCRIPTION: HANDLE THE RENTAL PROPERTIES CORAL SPRINGS PROFESSIONAL CAMPUS PARTNERSHIP I POSITION: PARTNER/ACCOUNTANT NATURE: Real Estate Sales/Rental Properties/Property Management INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/17/2004 ADDRESS: 6700 N. Andrews Avenue, Suite 203, Fort Lauderdale FL 33309, United States DESCRIPTION: HANDLE THE RENTAL PROPERTIES PANAMA GROUP, LLC POSITION: MEMBER OF LLC NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/07/2024 ADDRESS: 6700 N. Andrews Avenue, Suite 203, Fort Lauderdale FL 33309, United States DESCRIPTION: ACCOUNTANT

Exams

• S66 Uniform Combined State Law Examination
  1996-12-06