Jay William Pinto

Current Employers

Employment History

• 11/1995 → Present
  Summit Funding Llc
  Branford, CT
• 07/2008 → 06/2024
  Lincoln Financial Securities Corporation
  Branford, CT
• 06/2024 → Present
  Lpl Financial Llc
  Branford, CT

Previous Registrations

• 2006-04-07 → 2024-12-31
  Summit Planning Group, Llc
  Branford, CT
• 2006-10-10 → 2024-08-24
  Summit Asset Management, Llc
  Branford, CT
• 2001-06-14 → 2024-06-14
  Osaic Fs, Inc.
  Branford, CT
  Branford, CT

Other Businesses

1) 06/07/2024 - Summit Realty Group LLC - Real Estate Rental - owner - CT 06405 - Investment related - 0% Time spent - Start date: 06/13/2024. 2) 06/07/2024 - Summit Planning Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 1 Hour per month. 3) 06/07/2024 - Jay Pinto - Non-Variable Insurance - Selling: Term/universal life, Fixed annuities, long-term care insurance - Merit Insurance Services - CT 06405 - Investment related - 1 Hour per month - Start date: 06/13/2024. 4) 07/01/2024 - Summit Planning Group LLC - Registered Investment Advisor - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/13/2024 - 1 Hour per Month/ 0 Hours During Trading - I provide financial planning and consulting services through Summit Planning Group LLC, an independent investment advisor firm.  I started this business activity in 6/2024. I expect to spend approximately 1 hour 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 advisory firm is separate from and independent of LPL Financial

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-03
• S63 Uniform Securities Agent State Law Examination
  1994-09-30

Designations