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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-05-31 |
| TX | RA | APPROVED | 2023-05-31 |
Branch Locations
2633 Camino Ramon Suite 200, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Secure Futures/Link Allen & Associates | San Jose | CA | 02/1995 | 08/2020 |
| Securian Financial Services, Inc. | St Paul | MN | 03/1995 | 05/2023 |
| Raymond James Financial Services, Inc. | San Roman | CA | 05/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | San Roman | CA | 05/2023 | Present |
(1) Name of Business: Summit Financial Group Address: 2600 Camino Ramon Suite 200, San Ramon, CA, 94583-1384, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/16/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-10 |
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