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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-05-01 |
Branch Locations
4815 North Park Drive, Meridian, MS 39305 • United States
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 | Meridian | MS | 03/2015 | 05/2023 |
| Summit Wealth Group | Meridian | MS | 05/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 05/2023 | Present |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
Co-owner, Summit Wealth Group; a private entity established to facilitate securities, advisory, and insurance business; as of 3/01/2022; 0% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-08 |
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