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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| TN | RA | APPROVED | 2025-04-09 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
5050 Poplar Avenue Suite 1522, Memphis, TN 38157 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Co | Memphis | TN | 03/2020 | 04/2022 |
| Mml Investors Services, Llc | Memphis | TN | 03/2020 | 04/2022 |
| Everything But The Food | Bartlett | TN | 04/2019 | 08/2020 |
| Launch Pad | Memphis | TN | 10/2018 | 04/2019 |
| Baptist Memorial Health Care Corporation | Memphis | TN | 05/2013 | 10/2018 |
| Commonwealth Financial Network | Waltham | MA | 04/2022 | 04/2025 |
| Summit Wealth Group | Memphis | TN | 04/2022 | 04/2025 |
| Summit Wealth Group Llc | Memphis | TN | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1.) Summit Wealth Group. Investment Related. At Registered Location. RIA. IAR. 5/2025. 160. 160. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance Sales. Agent. 5/2025. 1. 1. Provide Insurance advice based on the needs of clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-12 |
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