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David Henry Burgess

Summit Wealth Management

Durango, CO

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Current Employers
Summit Wealth Management

Durango, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-09
  • CO RA
    APPROVED
    Since 2026-03-09

Branch Locations

Durango, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcalvany Wealth Management, Lllp Durango CO 12/2007 06/2019
Dearborn Street Advisors, Llc Durango CO 06/2019 04/2021
Secure American Insurance, Llc Northglenn CO 02/2021 Present
Summit Capital Group Durango CO 06/2024 Present
  • 12/2007 → 06/2019
    Mcalvany Wealth Management, Lllp
    Durango, CO
  • 06/2019 → 04/2021
    Dearborn Street Advisors, Llc
    Durango, CO
  • 02/2021 → Present
    Secure American Insurance, Llc
    Northglenn, CO
  • 06/2024 → Present
    Summit Capital Group
    Durango, CO
Previous Registrations
Other Businesses

Secure American Insurance, Northglenn, CO, Insurance Sales, Agent, 02/2021 to Present, Approximately 35 - 40 hours per week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-06
S63 Uniform Securities Agent State Law Examination 1994-06-13
  • S65 Uniform Investment Adviser Law Examination
    2023-05-06
  • S63 Uniform Securities Agent State Law Examination
    1994-06-13
Designations
Other Names
  • Jr David H Burgess

View on SEC IAPD

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