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Advisor at SUMMIT WEALTH GROUP
COLORADO SPRINGS, CO | RIDGELAND, MS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SUMMIT WEALTH GROUP | Independent wealth | May 1, 2025 | n/a | yes | COLORADO SPRINGS, CO|RIDGELAND, MS | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jul 5, 2005 | May 1, 2025 | no | Ridgeland, MS|FLOWOOD, MS|COLORADO SPRINGS, CO|COLORADO SPRINGS, CO|Madison, MS | Previous registration |
| SUMMIT WEALTH GROUP, INC. | n/a | Feb 27, 2003 | Jun 12, 2009 | no | COLORADO SPRINGS, CO | Previous registration |
| EFP WEALTH MANAGEMENT | n/a | Feb 21, 2001 | Nov 11, 2004 | no | COLORADO SPRINGS, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | SUMMIT WEALTH GROUP | May 1, 2025 | May 1, 2025 | 0 | Bulk transfer | Ibd to new firm |
| SUMMIT WEALTH GROUP, INC. | COMMONWEALTH FINANCIAL NETWORK | Jun 12, 2009 | Jul 5, 2005 | -1,438 | Firm change after gap | Other |
| EFP WEALTH MANAGEMENT | SUMMIT WEALTH GROUP, INC. | Nov 11, 2004 | Feb 27, 2003 | -623 | Firm change after gap | Other |