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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
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
8400 E Prentice Avenue Suite 1000, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Westminster | CO | 07/2015 | 05/2017 |
| Commonwealth Financial Network | San Diego | CA | 07/2017 | 04/2025 |
| 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. 5/2025. 1460. 160. Service Clients. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 5/2025. 1. 1. Provide insurance advice based on the needs of client(s). 3.) Runung, LLC. Not Investment Related. 22144 E. Rowland PI. Aurora Colorado, 80016. Operating LLC / Support Company. Owner. 11/2019. 1. 1. Operating LLC created to receive 1099 income paid from Summit Wealth Group. 4.) Summit Advisor Marketing, LLC. Not Investment Related. 322 Idlewild Dr Dillon Colorado, 80435. Marketing Company. Owner. 6/2022. 2. 2. Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-14 |
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