SUMMER MELODY MCKELLAR is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with SGROI WEALTH ADVISORY GROUP LLC, LAWLEY RETIREMENT ADVISORS, LLC, LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2026-07-16 | present | Yes |
| LAWLEY RETIREMENT ADVISORS, LLC | 2026-07-07 | present | Yes |
| CADARET, GRANT & CO., INC. | 2021-05-04 | 2025-07-10 | — |
| SGROI WEALTH ADVISORY GROUP LLC | 2018-07-02 | present | Yes |