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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-17 |
| MD | RA | APPROVED | 2023-07-24 |
Branch Locations
11350 Mc Cormick Rd Executive Plaza I I I Ste 501, Hunt Valley, MD 21031-1002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hightower Securities, Llc | Hunt Valley | MD | 09/2016 | 05/2017 |
| Lpl Financial Llc | Hunt Valley | MD | 06/2017 | Present |
| Summit Investment Advisors, Inc. | Hunt Valley | MD | 05/2017 | Present |
1) 6/13/17- Summit Financial- DBA for LPL Business (entity for LPL business)- Inv. Related- Hunt Valley, MD - 50% 2) 07/05/2017-Summit Financial-investment related- At reported business location(s)- Registered Investment Advisor DBA-IAR- start 05/15/2017 3) 07/05/2017 -Summit Investment Advisors, Inc-investment related- At reported business location(s)- Registered Investment Advisor Hybrid-IAR- start 05/15/2017- Hours per month 80- Time spent percent 50-I provide investment advisory services through Summit Investment Advisors, Inc, an independent investment advisor firm. I started this business activity in 6/2017. I expect to spend approximately 80 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 firm is separate from and independent of LPL Financial. 4) 02/22/2022 - GTA Properties, LLC - Investment Related - Location: TBD - Other-Business Owner - Start Date: 10/15/2021 - 1 Hour Per Month/0 Hours During Securities Trading - Real Estate Development. 5) 10/12/2023 - Non-Variable Insurance - Broker/ Producer - Investment Related - At Reported Business Location(s) - Start Date 08/01/2023 - 1 Hour Per Month/ During Securities Trading 6) 11/01/2023 - Anton Racing LLC - Business Owner - Owner - Not Investment Related - Home Based - Start Date 01/01/2024 - 5 Hours Per Month/ 0 Hours During Securities Trading 7) 04/22/2025 - Summit Research, LLC - Investment Related - Home Based - Other - Business Owner - Start date:09/27/2025 - 5 Hours Per Month/ 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-17 |
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