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400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-05-17 |
Branch Locations
400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Thousand Oaks | CA | 08/2016 | 02/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camarillo | CA | 08/2016 | 02/2023 |
| Unemployed | Port Hueneme | CA | 02/2023 | 03/2024 |
| Lpl Financial Llc | Camarillo | CA | 04/2024 | Present |
| Summit Wealth Management Group | Camarillo | CA | 04/2024 | Present |
1-04/2024 / SUMMIT Wealth Management Group, Inc. / DBA for LPL Business (entity for LPL business) / Investment Related / 173.3 hrs mnth / 22.5 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-16 |
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