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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 | 2025-04-10 |
Branch Locations
2510 N. Cascade Avenue Suite 120, Colorado Springs, CO 80907 • United States
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2011 | 04/2025 |
| Summit Wealth Group | Colorado Springs | CO | 03/2011 | Present |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 05/2025 | Present |
1. Summit Wealth Group. Investment-related. At registered location. RIA. IAR. 03/2011. 160 hrs/month. 160 hrs during trading hrs. Service clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 03/2011. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Archuleta Financial Services, LLC. Not investment-related. 633 Arnold Lane, Colorado Springs, CO 80904. Operating LLC/Support company. Owner. 01/2024. 2 hrs/month. 2 hrs during trading hrs. A private entity established to facilitate advisory and insurance business. 4. LUCO Enterprises, LLC. Not investment-related. 633 Arnold Lane, Colorado Springs, CO 80904. Property Management. Owner. 04/2024. 1 hr/month. 1 hr during trading hrs. An entity created for the purpose of buying and managing residential real estate at 106 Arnold Drive, Colorado Springs, CO 80904.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-19 |
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