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Current Employers
Summit Wealth Group

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-10
AZ RA APPROVED 2025-04-16
  • TX RA
    APPROVED
    Since 2026-03-10
  • AZ RA
    APPROVED
    Since 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

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
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
  • 10/2012 → 12/2018
    Jackson National Life Distributors Llc
    Denver, CO
  • 12/2018 → 10/2024
    Jackson National Life Distributors Llc
    Franklin, TN
  • 10/2024 → Present
    San Diego, CA
  • 10/2024 → Present
    Scottsdale, AZ
  • 04/2025 → Present
    Summit Wealth Group Llc
    Colorado Springs, CO
Previous Registrations
  • 2024-10-02 → 2025-05-01
    Scottsdale, AZ
  • 2010-05-21 → 2012-10-22
    Td Ameritrade, Inc.
    Omaha, NE
    Denver, CO
  • 2010-05-21 → 2012-10-22
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Greenwood Village, CO
  • 2007-09-19 → 2008-03-31
    Lakewood, CO
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-05-20
  • S66 Uniform Combined State Law Examination
    2010-05-20
Designations
Other Names
  • David Newby

View on SEC IAPD

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