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90 So Cascade Avenue Suite 970, Colorado Springs, CO 80903 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-08-26 |
| CA | RA | APPROVED | 2004-04-16 |
| CO | RA | APPROVED | 1999-06-03 |
Branch Locations
90 So Cascade Avenue Suite 970, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seamount Financial Group, Inc. | Colorado Springs | CO | 12/1998 | Present |
| Grove Point Investments, Llc | Rockville | MD | 10/1999 | 05/2025 |
| Dorsett Wealth Management, Llc. | Colorado Springs | CO | 01/2021 | Present |
| Lpl Financial Llc | Colorado Springs | CO | 05/2025 | Present |
1- 05/2025 - Equity Trust Company SDIRA FBO Christopher Dorsett - Real Estate Rental - Westlake, OH - Investment Related - Start Date 11/16/2023 - 0 hours per month/ during trading 2- 05/2025 - Dorsett Wealth Management, LLC - Business Entity For Tax/Investment Purposes Only - Home Based - Investment Related - Start Date 01/01/2021 - 3 hours per month/ 0 hours during trading 3- 05/2025 - Seamount Financial Group, LLC - Registered Investment Advisor DBA - IAR - At Reported Business Location(s) - Investment Related - Start Date 01/01/1999 - 50 hours per month/ 35 hours during trading - I provide investment advisory services through Seamount Financial Group, LLC, an independent investment advisor firm. I started this business activity in 10/1999. I expect to spend approximately 50 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 05/2025 - Christopher Dorsett, Insurance - Non-Variable Insurance - Home Based - Investment Related - Start Date 08/11/2014 - 1 hour per month/
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-18 |
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