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Bradenton, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-08 |
| FL | RA | APPROVED | 2020-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Mcdonald | PA | 11/2010 | 07/2025 |
| Summit Financial Advisors | Mcdonald | PA | 06/1996 | Present |
| Summit Financial Advisors | Bradenton | FL | 04/2019 | Present |
| Cadaret, Grant & Co., Inc. | Bradenton | FL | 04/2019 | 07/2025 |
| Lpl Financial Llc | Mcdonald | PA | 07/2025 | Present |
1- 07/2025 - Summit Financial Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/18/1995 - 120 hours per month/ during trading 2- 10/23/2025 - Summit Financial Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/18/1995 - 120 hours per month/ during trading - I provide investment advisory services through Summit Financial Advisors, an independent investment advisor firm. I started this business activity in 7/1995. I expect to spend approximately 120 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. 2- 10/23/2025 - Summit Financial Advisors - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/18/1995 - 120 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-09-19 |
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