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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-14 |
Branch Locations
2601 Cattlemen Rd. Ste 501, Sarasota, FL 34232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Winter Park | FL | 07/2022 | 03/2024 |
| Bank Of America, N.A. | Winter Park | FL | 07/2022 | 03/2024 |
| Warrington Enterprises | Sarasota | FL | 06/2020 | 06/2022 |
| Professional Benefits Inc. | Sarasota | FL | 05/2021 | 08/2021 |
| Florida State University | Tallahassee | FL | 01/2020 | 04/2022 |
| Sarasota Memorial Hospital | Sarasota | FL | 06/2019 | 01/2020 |
| State College Of Florida | Bradenton | FL | 08/2019 | 12/2019 |
| Sarasota High School | Sarasota | FL | 08/2015 | 06/2019 |
| Hq Inc. | Palmetto | FL | 06/2017 | 08/2018 |
| Skyzone | Sarasota | FL | 05/2017 | 06/2017 |
| Unemployed | Sarasota | FL | 01/2012 | 04/2017 |
| Osaic Wealth, Inc. | Sarasota | FL | 04/2024 | 06/2024 |
| Osaic Wealth, Inc. | Sarasota | FL | 06/2024 | 04/2025 |
| Summit Financial, Llc Dba Lpf Advisors, Llc | Sarasota | FL | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1) Summit Financial dba LPF Advisors, LLC. Investment-related. At registered location. RIA. IAR. Start date: 04/2025.160 hrs/month; 130 during trading hours. Financial advising.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-14 |
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