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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Summit Wealth Group | Colorado Springs | CO | 09/2023 | Present |
| Unemployed | Colorado Springs | CO | 07/2023 | 09/2023 |
| Tallahassee Diamond Center | Tallahassee | FL | 12/2021 | 07/2023 |
| Enational Insurance Agency | Mobile | AL | 08/2017 | 12/2021 |
| Lacour Hospitality Dba Moe's Southwest Grill | Mobile | AL | 07/2013 | 08/2017 |
| Commonwealth Financial Network | Waltham | MA | 09/2023 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-08 |
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