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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-03-09 |
| OK | RA | APPROVED | 2021-03-05 |
| TX | RA | APPROVED_RES | 2021-01-04 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Tulsa, OK • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Investment Group, Llc | Tulsa | OK | 12/2006 | Present |
| Beam Asset Management | Covington | LA | 11/2012 | 12/2020 |
| Securities America Inc | Tulsa | OK | 07/2015 | 12/2020 |
| Changepath, Llc | Leawood | KS | 01/2021 | Present |
***Summit Investment Group, LLC - DBA ***CURTIS WILSON POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2004 ADDRESS: 10505 S. 68Th E. Ave, Tulsa OK 74133 DESCRIPTION: Retirement Planning. Needs based selling of Life Insurance, Fixed Indexed Annuities, possible health insurance to meet the retirement goals of pre-retirees and retirees.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-12-01 |
| S65 | Uniform Investment Adviser Law Examination | 1998-01-19 |
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