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431 Exton Commons, Exton, PA 19341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-27 |
| PA | RA | APPROVED | 2013-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Summit Group Associates, Llc | King Of Prussia | PA | 01/2005 | Present |
| Lpl Financial Llc | Exton | PA | 12/2013 | Present |
| Summit Group Retirement Planners, Inc. | Exton | PA | 11/2013 | Present |
1. The Summit Group Associates, Inc.; investment related; Exton, PA; DBA for LPL Business (entity for LPL business); 12/2013; 20; 10. 2. Infinity Benefits Group, Inc.; investment related; Exton, PA; Insurance Agency; Owner/Agent of Insurance Agency; 12/2013; 20;10; offering fixed annuities, term insurance, group medical, whole life. 3. Summit Group Retirement Planners, Inc.; investment related; Exton, PA; Registered Investment Advisor; CEO; 12/2013; 200; 160. 4. Sky Dove Enterprises, LLC; investment related; Exton, PA; Real Estate Rental; 06/2019; 5; 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-16 |
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