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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-22 |
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 | Scottsdale | AZ | 01/2014 | Present |
| Commonwealth Financial Network | Waltham | MA | 06/2014 | 04/2026 |
1.Expression Studios; photographer; as of 05/04/2015, 0% of time spent during business hours; not investment related; not conducted at branch. 2.Fixed insurance sales, as of 08/01/2010; 0% of time spent during business hours; investment related; conducted at branch location. 3. Co-Owner, Summit Wealth Group, a private entity established to facilitate securities, advisory, and insurance business; as of 01/01/2019; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-29 |
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