Joseph Allen Summers

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-01-09

OR RA
APPROVED

Since 2025-01-09

Branch Locations

Bend, OR • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Bend, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Deschutes County	Bend	OR	01/2023	06/2023
Aloft Appraisal	San Diego	CA	06/2022	02/2023
Pacific Edge Appraisal	San Diego	CA	01/2013	06/2022
Lpl Financial	Bend	OR	05/2023	Present

01/2023 → 06/2023

Deschutes County

Bend, OR
06/2022 → 02/2023

Aloft Appraisal

San Diego, CA
01/2013 → 06/2022

Pacific Edge Appraisal

San Diego, CA
05/2023 → Present

Lpl Financial

Bend, OR

Previous Registrations

2009-03-12 → 2012-02-15

Osaic Services, Inc.

Laguna Hills, CA

Other Businesses

1) 08/2023 - Deschutes County Assessor's Office / Outside/W-2 Employment / Real Estate Appraiser / Non Inv. Related / Bend, OR / Start date 01/01/2023 - 160 Hrs per month 90 % Time Spent 2) 08/2023 - ALOHA REAL ESTATE & APPRAISAL / BUSINESS OWNER / Real Estate Appraiser / BEND, OR / Start date 6/1/1992

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-08

S66 Uniform Combined State Law Examination

2025-01-08

Other Names

Joseph Allen Summers
Joe Allen Summers

View on SEC IAPD