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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-15
  • CA RA
    APPROVED
    Since 2025-12-15

Branch Locations

400 Camarillo Ranch Rd #202, Camarillo, CA 93012 • United States

Oxnard, CA • United States

Summit Wealth Management Group, Inc.

400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-11-04
  • CA RA
    APPROVED
    Since 2020-11-04

Branch Locations

400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • 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
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
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-14
  • S66 Uniform Combined State Law Examination
    2017-12-14
Designations
Other Names
  • Christina Zins

View on SEC IAPD

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