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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-09 |
Branch Locations
13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
8400 E Prentice Blvd Suite 1000, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Eagle Outfitters | Evansville | IN | 09/2012 | 05/2017 |
| Indiana University | Bloomington | IN | 08/2015 | 08/2017 |
| Arrowhead Custom Lawncare | Evansville | IN | 05/2014 | 09/2017 |
| Target | Evansville | IN | 09/2017 | 02/2018 |
| Choice Investment Services | Evansville | IN | 02/2018 | 08/2023 |
| Commonwealth Financial Network | Waltham | MA | 05/2020 | Present |
| Summit Wealth Group | Greenwood Village | CO | 08/2023 | Present |
| Summit Wealth Group Llc | Colorado Springs | CO | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-05 |
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