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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-10 |
| AZ | RA | APPROVED | 2025-04-16 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
14500 N Northsight Blvd Suite 112, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Distributors Llc | Denver | CO | 10/2012 | 12/2018 |
| Jackson National Life Distributors Llc | Franklin | TN | 12/2018 | 10/2024 |
| Commonwealth Financial Network | San Diego | CA | 10/2024 | Present |
| Summit Wealth Group | Scottsdale | AZ | 10/2024 | Present |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
Fixed insurance sales; Located at 14500 N. Northsight Blvd, Suite 112, Scottsdale, AZ 85260, as of 10/01/2024; 10% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-20 |
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