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6674 Hammersmith Dr., E. Syracuse, NY 13057 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-20 |
| TX | RA | APPROVED_RES | 2020-08-11 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Planning Group, Inc. | Syracuse | NY | 09/1986 | Present |
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | East Syracuse | NY | 12/1989 | 06/2020 |
| Summit Planning Group, Inc. | East Syracuse | NY | 06/2020 | Present |
| Lpl Financial | San Diego | CA | 12/1989 | 06/2020 |
1. 8/14/2006 - SUMMIT PLANNING GROUP, INC. - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR - Time Spent 10% - RIA PROVIDES FINANCIAL PLANNING FOR A FIXED AND/OR HOURLY FEE. 2. 8/28/2012 - SUMMIT PLANNING GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 12/5/2013 - 6674 HAMMERSMITH REALTY ASSOCIATES, LLC - Investment Related - 6674 Hammersmith Dr., East Syracuse, NY 13057 - REAL ESTATE RENTAL - Time Spent 1% - BOUGHT A BUILDING. RENT IT OUT TO MY DBA, SUMMIT PLANNING GROUP.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-14 |
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