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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-26 |
Branch Locations
11350 Mc Cormick Rd Executive Plaza I I I Ste 501, Hunt Valley, MD 21031-1002 • United States
New Freedom, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Investment Advisors Llc Dba Summit Financial | Hunt Valley | MD | 05/2014 | 09/2025 |
| Lpl Financial Llc | Hunt Valley | MD | 08/2016 | Present |
1) Larisa Roth is dually-registered as an investment advisor representative with Summit Investment Advisors, Inc. ("Summit Financial") since 05/2014 and as a Registered Representative with LPL Financial LLC ("LPL Financial" - since 03/2017). Business is conducted from 11350 McCormick Road, Executive Plaza III, Suite 501, Hunt Valley, MD 21031. Approximately 90% of Ms. Roth's time is for services as an investment advisor representative and the balance as a registered representative. Summit Financial and LPL Financial are not affiliated. 2) 1/6/17- Notary -Non-Inv. Related- at reported business location(s)-start date 8/20/15- 100%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2020-07-03 |
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