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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-15 |
Branch Locations
400 Camarillo Ranch Rd #202, Camarillo, CA 93012 • United States
Oxnard, CA • United States
400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-04 |
Branch Locations
400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Management Group, Inc. | Camarillo | CA | 04/2016 | 10/2016 |
| Lpl Financial Llc | San Diego | CA | 10/2016 | 10/2020 |
| Lpl Financial, Llc | Camarillo | CA | 11/2020 | Present |
| Summit Wealth Management Group, Inc. | Camarillo | CA | 11/2020 | 04/2021 |
| Summit Wealth Management Group, Inc. | Camarillo | CA | 04/2021 | Present |
| Summit Wealth Management Group, Inc. | Camarillo | CA | 07/2026 | Present |
1. 11/11/2020 - Summit Wealth Management Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 01/09/2024 - Summit Wealth Management Group, Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 05/01/2021 - 160 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Summit Wealth Management Group, Inc., an independent investment advisor firm. I started this business activity in 5/2021. I expect to spend approximately 160 hours 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 firm is separate from and independent of LPL Financial. 3. 09/10/2025 - Real Estate Rental - San Diego, CA - Inv Rel - Start date: 09/15/2025 - 2hrs/mnth 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-14 |
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