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420 East Main Street Building 1, Suite 11, Branford, CT 06405 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-05 |
Branch Locations
41-B New London Turnpike, Glastonbury, CT 06033 • United States
41B New London Turnpike Suite 6, Glastonbury, CT 06033 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-12 |
| TX | RA | APPROVED | 2024-06-12 |
Branch Locations
41-B New London Turnpike, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Planning Group Llc | Glastonbury | CT | 07/1997 | Present |
| Summit Funding Llc | Glastonbury | CT | 07/1997 | Present |
| Summit Asset Management | Glastonbury | CT | 07/1997 | Present |
| Lincoln Financial Securities Corporation | Glastonbury | CT | 07/2008 | 06/2024 |
| Lpl Financial Llc | Glastonbury | CT | 06/2024 | Present |
1) 06/07/2024 - Summit Planning Group LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 06/07/2024 - Karl Zirolli - Non-Variable Insurance - Selling: Life, Disability and Long-term care insurance, Merritt Insurance, Crump - CT 06033 - Investment related - 20 Hours per month - Start date: 07/01/1997. 3) 06/07/2024 - Summit Funding, LLC - Business Entity For Tax/Investment Purposes Only - Co-owner - CT - Non investment related - Start date: 07/01/1997. 4) 07/01/2024 - Summit Planning Group LLC - Registered Investment Advisor - Advisor - Investment Related - At Reported Business Location(s) - Start Date 07/01/1997 - 20 Hours Per Month/ 1 Hour 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 7/1997. I expect to spend approximately 20 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 advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-17 |
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