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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-04-09 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Group | Colorado Springs | CO | 11/2006 | 01/2022 |
| Commonwealth Financial Network | San Diego | CA | 01/2022 | Present |
| Summit Wealth Group | Scottsdale | AZ | 01/2022 | Present |
| Commonwealth Financial Network | San Diego | CA | 06/2007 | 12/2021 |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
Co-Owner, Summit Wealth Group, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2019; 2% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-13 |
| S66 | Uniform Combined State Law Examination | 2009-12-05 |
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