Ross W Haycock

Current Employers

Employment History

• 07/2005 → 04/2025
  Commonwealth Financial Network
  Waltham, MA
• 04/2025 → Present
  Summit Wealth Group Llc
  Colorado Springs, CO
• 05/2025 → Present
  Purshe Kaplan Sterling Incvestments
  Albany, NY

Previous Registrations

• 2005-07-05 → 2025-05-01
  Commonwealth Financial Network
  Colorado Springs, CO
  Colorado Springs, CO
• 2005-01-01 → 2009-06-12
  Summit Wealth Group, Inc.
  Colorado Springs, CO
• 2003-06-23 → 2004-12-31
  Fsc Securities Corporation
  Colorado Springs, CO

Other Businesses

1. Summit Wealth Group. Investment related. At registered location. RIA. Financial Advisor. Start date: 04/2025. 160 hrs/month; all during trading hours. Service clients. 2. Fixed Insurance. Investment related. At registered location. Fixed/Traditional Insurnace. Agent. Start date: 05/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s). 3. PKSF. Investment related. At registered location. Fixed/Traditional Insurnace. Agent. Start date: 05/2025. 1 hr/month; during trading hours. Provide insurance advice based on the needs of client(s). 4. Office Real Estate Rental. Not investment related. At registered location. Real Estate Rental. Owner. Start date: 11/2012. 1 hr/month; not during trading hours. Partner and 50% owner of real estate holding company created for owning and renting property branch office is located in. 5. Rokai Consulting, LLC. Not investment related. At registered location. Operating LLC. Owner. Start date: 05/2018. 2 hrs/month; during trading hours. Manager and 50% Co-Owner (with Spouse) of a private entity established for personal tax and liability purposes which receives Advisor's compensation via Summit Wealth Group, Inc. 6. Kairo Reinsurance Company. Investment related. 15035 Raton Road, Colorado Springs, CO 80921. Reinsurance. Owner. Start date: 08/2018. 1 hr/month; during trading hours. 100% Joint Owner (through Family Trust) of a private entity involved in receiving payments from, and for insurance protection of, Rokai Consulting Group (e.g. paying insurance premiums). 7. Kairo Management, LLC. Not investment related. 15035 Raton Road, Colorado Springs, CO 80921. Operating LLC. Owner. Start date: 12/2018. 1 hr/month; during trading hours. 50% co-owner (with spouse) for the purpose of facilitating funds for Rokai Consulting, LLC 8. Summit Advisor Marketing, LLC. Not investment related. 322 Idlewild Drive, Dillon, Colorado 80435. Marketing Company. Owner. Start date: 09/2022. 1 hrs/month, during trading hours. Marketing Company.

Exams

• S66 Uniform Combined State Law Examination
  2003-06-19

Designations