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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
| CO | RA | APPROVED | 2025-04-09 |
Branch Locations
8400 E Prentice Avenue Suite 1000, Greenwood Village, CO 80111 • United States
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2005 | 04/2025 |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
1. TAX PREPARER & CO-OWNER, SKI TIP CONSULTING GROUP, INC.; ENTITY CREATED FOR TAX & ACCOUNTING BUSINESS. AS OF 1/01/2011; LESS THAN 10% TIME SPENT DURING BUSINESS HOURS; CONDUCTED AT BRANCH; NOT INVESTMENT RELATED 2. RENTAL REAL ESTATE OWNERSHIP FOR ONE PROPERTY IN DILLON, CO. AS OF 1/1/26; LESS THAN 10% TIME SPENT DURING BUSINESS HOURS; NOT CONDUCTED AT BRANCH LOCATION; NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-02 |
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