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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
| MS | RA | APPROVED | 2025-05-05 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
4815 North Park Drive, Meridian, MS 39305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 01/2014 | Present |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
1. Fixed insurance sales, as of 02/01/2014, 1% of time spent during business hours, conducted at branch, investment related. 2. Summit Wealth Group, vice president and co- owner of private entity created as operating company for securities, investment advisory, and insurance businesses, as of November, 2015, 98% of time spent during business hours, conducted at branch, investment related. 3. Precept Properties, LLC, president and owner of private real estate holding company for leasing and managing property located in TN, as of 11/11/2013, 1% of time spent during business hours, not conducted at branch, not investment related. 4. Co-owner, Summit Advisor Marketing, LLC; marketing company; Located in Dillon, CO; as of 7/07/2022; 2% of time spent during business hours; Not conducted at branch location; Not investment related. 5. Owner, Precepts Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2024; 95% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-12 |
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