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400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-06 |
| CA | RA | APPROVED | 2014-03-11 |
Branch Locations
400 Camarillo Ranch Road Suite 202, Camarillo, CA 93012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Camarillo | CA | 05/2002 | Present |
| Summit Wealth Management Group, Inc. | Camarillo | CA | 02/2014 | Present |
| Summit Wealth Management , Inc. | Camarillo | CA | 07/2026 | Present |
1. 04/14/2014 - Summit Wealth Management Group, Inc. - INV REL - Registered Investment Advisor - 95% TIME SPENT - We provide financial planning at a flat rate 2. 1/13/2016 - Jerry and Lisa Zins Family Trust - Investment Related - Carpinteria, Ca. 93013 - Real Estate Rental - Started 01/01/2016 - 5 Hours Per Month/0 Hours During Securities Trading - Vacation rental home owned with wife. 3. 8/22/2018 - Summit Wealth Management Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/01/2015 - 160 Hours Per Month During Securities Trading 4. 06/09/2021 - Berkshire Corporate Center - For-Profit Board Member - Not Investment Related - At Reported Business Location(s) - Start Date 06/01/2019 - 1 Hour Per Month/ 0 Hours During Trading 5. 07/14/2023 - Ventura Mixzins, Inc. - Not Investment Related - Camarillo, CA - Family Business - CFO - Start Date 06/15/2023 - 2 Hours Per Month/ 0 Hours During Trading 6. 06/2025 -Jerry serves as Co-Trustee on a Family trust that Summit manages.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-16 |
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