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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| KS | RA | APPROVED | 2006-08-11 |
Branch Locations
10801 Mastin Street Suite 370, Overland Park, KS 66210 • United States
901 Kentucky Street Suite 204, Lawrence, KS 66044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Advisors, Llc | Overland Park | KS | 08/2006 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2006 | Present |
1. President and Owner, Summit Wealth Management, Inc., a private entity established to facilitate securities business; Conducted at branch location; Investment related. 2. Partner and Co-Owner, Infinitas, LLC, a private entity established as an operating company for securities business; Conducted at branch location; Investment related. 3. Fixed Insurance Sales, as an Agent; Conducted at branch location; Investment related. 4. Co-owner, WCBD, LLC; Private company used to facilitate securities and advisory business; as of 04/01/2021; 100% time spent during business hours; conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-03 |
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