Lacey Jordan

Current Employers

Employment History

• 05/2015 → 04/2025
  Commonwealth Financial Network
  San Diego, CA
• 04/2025 → Present
  Summit Wealth Group, Llc
  Colorado Springs, CO
• 04/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2015-05-04 → 2025-05-05
  Commonwealth Financial Network
  Colorado Springs, CO
  Colorado Springs, CO
• 2015-01-02 → 2015-05-05
  Msi Financial Services, Inc.
  Colorado Springs, CO
• 2006-04-27 → 2015-01-02
  New England Securities
  Colorado Springs, CO
  Colorado Springs, CO

Other Businesses

1. Summit Wealth Group. Investment-related. At registered location. RIA. IAR. 04/2025. 160 hrs/month. 160 hrs during securities hrs. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 04/2025. 1 hr/month. 1 hr during securities hrs. Provide insurance advice based on the needs of clients. 3. Jordan Financial Planning LLC. Investment-related. At registered location. Operating LLC/Support company. Owner. 06/2023. 1 hrs/month. 1 hr during securities hrs. Pass through entity for Summit distributions. 4. 2 Ladies LLC. Not investment-related. At registered location. Real Estate Rental / Commercial / Property / Management Services. Owner. 12/2019. 5 hrs/month. 2 hrs during securities hrs. 2 Ladies LLC owns a commercial building. 5. Rental property. Not investment-related. 1522 S Shore Dr., Surf City, NC 28445. Real Estate Rental. Owner. 06/2021. 1 hr/month. 0 hrs during securities hrs. I hired a management company, so very few duties. 6. Ticket sales. Not investment-related. 95 Spectrum Loop, Colorado Springs, CO 80921. Ticket Sales. Owner. 07/2024. 5 hrs/month. 5 hrs during securities hrs. I lease a private suite at the Ford Ampitheater and resell the suite's tickets.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-15

Designations

Other Names

• Lacey Cunliffe
• Lacey Fugleberg