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Seamus Thomas Obrien

Summit Wealth Group

Colorado Springs, CO

Havertown, PA

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Current Employers
Summit Wealth Group

13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-01-29
  • PA RA
    APPROVED
    Since 2026-01-29

Branch Locations

13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States

Havertown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pershing Advisor Solutions Llc Jersey City NJ 09/2015 12/2018
Pershing Advisor Solutions Llc Havertown PA 01/2019 05/2022
Sei Investments Distribution Co. Oaks PA 06/2022 01/2026
Sei Investments Management Corp. Oaks PA 06/2022 01/2026
Summit Wealth Group Colorado Springs CO 01/2026 Present
  • 09/2015 → 12/2018
    Pershing Advisor Solutions Llc
    Jersey City, NJ
  • 01/2019 → 05/2022
    Pershing Advisor Solutions Llc
    Havertown, PA
  • 06/2022 → 01/2026
    Sei Investments Distribution Co.
    Oaks, PA
  • 06/2022 → 01/2026
    Sei Investments Management Corp.
    Oaks, PA
  • 01/2026 → Present
    Summit Wealth Group
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-01-16
S63 Uniform Securities Agent State Law Examination 2000-03-15
  • S65 Uniform Investment Adviser Law Examination
    2004-01-16
  • S63 Uniform Securities Agent State Law Examination
    2000-03-15
Other Names
  • Seamus Thomas O'BRien

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
OSAIC WEALTH, INC.

Other Investors

KARLA ROSS
TROY CARLSON
JUSTIN BACKSTROM
JANICA JOLI GILLETTE-BACKSTROM
GARY BACKSTROM
Nicholas Dorsett
Patrick Thomas Healy
Christopher Robert Dorsett

Other Offices

LPL FINANCIAL LLC · COLORADO SPRINGS, CO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · COLORADO SPRINGS, CO
SEAMOUNT FINANCIAL GROUP INC · COLORADO SPRINGS, CO
UBS FINANCIAL SERVICES INC. · COLORADO SPRINGS, CO
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLORADO SPRINGS, CO
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · COLORADO SPGS, CO
BENJAMIN F. EDWARDS & COMPANY, INC. · Colorado Springs, CO
OSAIC WEALTH, INC. · COLORADO SPRINGS, CO

More in Colorado Springs, CO

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