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431 Exton Commons, Exton, PA 19341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-27 |
| PA | RA | APPROVED | 2013-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Summit Group Associates, Inc. | King Of Prussia | PA | 01/2010 | Present |
| Lpl Financial, Llc | Exton | PA | 12/2013 | Present |
| Summit Group Retirement Planners, Inc. | Exton | PA | 11/2013 | Present |
1.12/10/2013; Investment products and services are offered through LPL Financial LLC using the DBA/trade name The Summit Group Associates, Inc. /; Investment Related; at Reported Business Location(s); Start Date 12/10/2013; hrs/mth; hrs during trading 2.12/10/2013; Infinity Benefits Group, Inc.; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/10/2013; hrs/mth; hrs during trading 3.12/19/2013; Summit Group Retirement Planners, Inc.; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 12/10/2013; hrs/mth; hrs during trading; 4.06/28/2019; Skye Dove Enterprises, LLC; Real Estate Rental; Investment Related; Exton,PA; Start Date 06/28/2019; 10hrs/mth; 0hrs during trading 5.04/29/2020; JD Enterprises, LLC. (TBD); Real Estate Rental; Investment Related; ; Start Date 06/12/2019; 40hrs/mth; 0hrs during trading 6.03/30/2022; Home Smart Realty; Mortgage/Real Estate Services; Investment Related; ; Start Date 03/29/2022; 20hrs/mth; 0hrs during trading 7.04/22/2022; Sky Hart Enterprises, LLC.; Other - Productions; Not Investment Related; at Reported Business Location(s); Start Date 03/23/2022; 10hrs/mth; 0hrs during trading 8.02/24/2026; W2; Teacher Paid by School or University; Not Investment Related; at Reported Business Location(s); Start Date 02/20/2026; 10hrs/mth; 0hrs during trading 9.05/27/2026; LADF Enterprises, LLC.; Real Estate Rental; Investment Related; Exton,PA; Start Date 02/20/2026; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-24 |
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