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13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| CO | RA | APPROVED | 2025-04-09 |
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 05/2015 | 04/2025 |
| Summit Wealth Group | Colorado Springs | CO | 05/2023 | Present |
| 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. Fixed insurance. Agent. 5/4/2015. 1. 1 hour spent during securities trading hours. Provide Insurance advice based on the needs of client(s). 2. 2 Ladies LLC. Non-Investment Related. 2510 N Cascade Ave Colorado Springs, CO 80907. Real Estate. Owner. 5/15/2019. 0. 0 during securities trading hours. an entity created for the purpose of buying and managing commercial real estate. 3. Rentals Real Estate. Non-Investment Related. 1432 S. Dale Circle Denver, CO. Rental Property. Owner. 5/26/2021. 0. 0 during securities trading hours. Rental Property. 4. TT Financial, LLC. Non-Investment Related. 13710 Struthers Road, Suite 115 Colorado Springs, CO 80921. Support Company. Owner. 3/26/2024. 2. 2 during securities trading hours. a private entity established to facilitate securities, advisory, and insurance business. 5. Summit Wealth Group. Investment Related. At Registered Location. RIA. IAR. 5/1/2025. 160. 160 during securities trading hours. Service clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-21 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-21 |
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