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Joshua P Summerhays

LPl Financial LLC

Roseville, CA

Jackson, CA

Lincoln, CA

Sacramento, CA

Yuba City, CA

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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-12
CA RA APPROVED 2008-08-13
  • TX RA
    APPROVED
    Since 2024-09-12
  • CA RA
    APPROVED
    Since 2008-08-13

Branch Locations

741 Pleasant Grove Blvd #100, Roseville, CA 95678 • United States

12120 Industry Blvd Ste 31, Jackson, CA 95642 • United States

65 Lincoln Blvd Ste B, Lincoln, CA 95648 • United States

8945 Cal Center Drive, Sacramento, CA 95826 • United States

1282 Stabler Lane Ste 640, Yuba City, CA 95993 • 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
OrganizationCityStateFromTo
Lpl Financial Roseville CA 08/2008 Present
Golden One Credit Union Roseville CA 08/2008 Present
  • 08/2008 → Present
    Lpl Financial
    Roseville, CA
  • 08/2008 → Present
    Golden One Credit Union
    Roseville, CA
Previous Registrations
Other Businesses

08/13/2008 - GOLDEN 1 INVESTMENT SERVICES/DBA ONLY/SACROMENTO, CA 95826

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-24
  • S66 Uniform Combined State Law Examination
    2007-04-24
Designations
Other Names
  • Joshua P Summerhays
  • Joshua P Summerhays
  • Joshua P Summerhays Cfp

View on SEC IAPD

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Other Offices

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MUTUAL ADVISORS, LLC · Roseville, CA
DCA FAMILY OFFICE, LLC · Roseville, CA
COMMONWEALTH FINANCIAL NETWORK · Roseville, CA
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