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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-02-12 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Nobleboro, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 08/1999 | 12/2025 |
| Summit Wealth Group | Colorado Springs | CO | 12/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 01/2026 | Present |
1. Summit Wealth Group. Investment-Related. At Registered Location. RIA. Chief Compliance Officer. 12/2025. 160 hrs/month. 160 hrs during securities hrs. Chief Compliance Officer - create, implement and monitor Summit's compliance program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-17 |
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