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Sovereign Financial Group, Inc. CRD 294314
$1.08B regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
35 West Broad Street Suite 100, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-03-17 |
Branch Locations
13540 Northgate Estates Dr. Suite 100, Colorado Springs, CO 80921 • United States
35 West Broad Street Suite 100, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bnw Contracting | Colorado Springs | CO | 12/2016 | 03/2023 |
| Accelerated Wealth Advisors, Llc | Colorado Springs | CO | 02/2018 | 03/2023 |
| Radix Chiropratic | Colorado Springs | CO | 09/2012 | 10/2016 |
| Allay Massage | Colorado Springs | CO | 01/2016 | 10/2016 |
| Sovereign Financial Group, Inc. | Colorado Springs | CO | 03/2023 | Present |
5) INSURANCE SALES. INVESTMENT RELATED. 13540 NORTHGATE ESTATES DR., #100, COLORADO SPRINGS, 80921. LIFE INSURANCE. REGISTERED AGENT. STARTED 06/2018. 10 HRS/MO DEVOTED - 10 DURING TRADING. DUTIES ARE THE SALES OF LIFE INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-19 |
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