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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 |
| TN | RA | APPROVED | 2026-01-05 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
725 Cool Springs Blvd Suite 460, Franklin, TN 37067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/1999 | 04/2017 |
| Premier Private Wealth, Llc | Brentwood | TN | 04/1999 | Present |
| Commonwealth Financial Network | Waltham | MA | 01/2004 | 10/2021 |
| Summit Wealth Group, Llc | Colorado Springs | CO | 01/2026 | Present |
1.Fixed insurance sales, as of 04/05/2011; less than 5% time spent during business hours; conducted at branch; investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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