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Current Employers
Summit Wealth Group

13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-12
CO RA APPROVED 2025-04-09
  • TX RA
    APPROVED
    Since 2026-03-12
  • CO RA
    APPROVED
    Since 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

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
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
  • 07/2015 → 05/2017
    Scottrade
    Westminster, CO
  • 07/2017 → 04/2025
    San Diego, CA
  • 04/2025 → Present
    Summit Wealth Group Llc
    Colorado Springs, CO
  • 05/2025 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-28
S63 Uniform Securities Agent State Law Examination 2015-10-14
  • S66 Uniform Combined State Law Examination
    2017-04-28
  • S63 Uniform Securities Agent State Law Examination
    2015-10-14
Designations

View on SEC IAPD

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