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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-12 |
Branch Locations
420 East Main Street Unit 11, Branford, CT 06405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Branford | CT | 07/2008 | 06/2024 |
| Lpl Financial Llc | Branford | CT | 06/2024 | Present |
1) 06/10/2024 - Summit Realty Group, LLC - Real Estate Rental - Owner - CT 06405 - Investment related - 0% Time spent - Start date: 01/01/2011. 2) 06/10/2024 - Summit Planning Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 06/10/2024 - Non-Variable Insurance - CT 06405 - Investment related - 12 Hours per month - Start date: 06/12/2024. 4) 07/01/2024 - Summit Planning Group, LLC - Registered Investment Advisor - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/12/2024 - 0 Hours Per Month/ During Trading - I provide financial planning and consulting services through Summit Planning Group LLC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 1 hour 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 advisory firm is separate from and independent of LPL Financial.
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