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1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-17 |
| TX | RA | APPROVED | 2022-12-20 |
Branch Locations
1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
1536 Cole Boulevard Suite 205, Golden, CO 80401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network (Dba: Summit Wealth Group) | Lakewood | CO | 03/2015 | 11/2019 |
| Trailwise Financial Partners | Denver | CO | 01/2020 | Present |
07/2021- NOVATRAK, LLC. MANAGING MEMBER. PROPRIETARY WEB BASED SOFTWARE SOLUTION FOR FINANCIAL PLANNING. ASSISTS WITH BUSINESS DEVELOPMENT AND STRATEGY. SPENDS LESS THAN 15% OF TIME EACH MONTH.
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