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4 Campus Drive, Parsippany, NJ 07054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-14 |
Branch Locations
2601 Cattlemen Rd Ste 501, Sarasota, FL 34232 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Sarasota | FL | 12/2004 | 06/2024 |
| Osaic Wealth, Inc. | Sarasota | FL | 01/2005 | 02/2020 |
| Kristopher Flammang | Sarasota | FL | 12/2004 | 05/2025 |
| Lpf Advisors, Llc | Sarasota | FL | 04/2019 | 12/2022 |
| Lpf Advisors, Llc | Sarasota | FL | 04/2019 | 05/2025 |
| Lpf Advisors, Llc | Sarasota | FL | 10/2005 | 05/2025 |
| Osaic Wealth, Inc. | Sarasota | FL | 06/2024 | 04/2025 |
| Summit Financial, Llc Dba Lpf Advisors, Llc | Sarasota | FL | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1) Summit Financial d/b/a LPF Advisors, LLC. Investment Related. At Registered Location. RIA. IAR. 2/2025. 120. 120. Service Clients. 2) Fixed Insurance. Investment Related. At Registered Location. Fixed/ Traditional Insurance. Agent. 2/2025. 5. 5. Provide Insurnace advice based on the needs of Client(s). 3) Flammang Family Trust. Investment Related. 14514 17th Ave E Bradenton FL, 34212. Truste Services. Trustee. 1/2007. 1. 0. Own/operated Real Estate Rentals. 4) 2Fs Squared. Not Investment Related. 14514 17th Ave E Bradenton FL, 34212. Real Estate Rental. Owner. 1/2008. 2. 0. Managing Real Estate Rentals in FL and NE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-04 |
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