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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
| MS | RA | APPROVED | 2025-05-01 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
271 Trace Colony Park Drive Suite B, Ridgeland, MS 39157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Group, Inc. | Colorado Springs | CO | 11/2002 | Present |
| Commonwealth Financial Network | Waltham | MA | 07/2005 | Present |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. SUMMIT WEALTH GROUP, INC - CORPORATE SECRETARY AND PART OWNER OF ENTITY CREATED FOR SECURITIES, ADVISORY, AND INSURANCE BUSINESS, INVESTMENT RELATED. 3. TRUSTEE FOR SUMMIT WEALTH GROUP 401(K) PLAN; INVESTMENT RELATED; CONDUCTED AT BRANCH. 4. CO-OWNER, SUMMIT ADVISOR MARKETING, LLC; MARKETING COMPANY; LOCATED IN DILLON, CO; AS OF 7/07/2022; 2% OF TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED. 5. Owner and managing member, Cataloochee Creek LLC, a private entity involved in providing consulting services to SWG group; Located in Madison, MS as of 10/01/2022; 1% time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-14 |
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