KARL JAMES ZIROLLI is an investment adviser representative (IAR) with state registration records since 1997, appearing at 6 firms. Currently registered with LPL FINANCIAL LLC, SUMMIT PLANNING GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SUMMIT PLANNING GROUP, LLC | 2026-06-05 | present | Yes |
| LPL FINANCIAL LLC | 2024-06-12 | present | Yes |
| OSAIC FS, INC. | 2017-01-11 | 2024-06-17 | — |
| SUMMIT WEALTH MANAGEMENT, LLC | 2006-05-03 | 2011-09-06 | — |
| SUMMIT ASSET MANAGEMENT, LLC | 1999-10-14 | 2024-08-24 | — |
| INDEPENDENT ADVISERS GROUP CORP | 1997-08-08 | 2006-04-28 | — |
| SUMMIT PLANNING GROUP, LLC | 1997-07-23 | 2024-12-31 | — |