Best Investors
Account
Sign in
Best Investors
Account
Sign in
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
| TN | RA | APPROVED | 2025-04-09 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
256 Seaboard Lane Suite C101, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 06/2011 | 07/2021 |
| Commonwealth Financial Network | San Diego | CA | 07/2021 | 04/2025 |
| Summit Wealth Group | Scottsdale | AZ | 07/2021 | 04/2025 |
| Summit Wealth Group Llc | Franklin | TN | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2025 | Present |
1. Summit Wealth Group LLC. Investment-related. At registered location. RIA. IAR. 04/2025. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 04/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Parrhesia, LLC. Not investment-related. At registered location. Operating LLC / Support Company. Owner. 11/2023. 1 hr/month. 1 hr during trading hrs. A private entity established to facilitate advisory and insurance business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-07-26 |
Reach out to this advisor