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Advisor at SUMMIT WEALTH GROUP
IVA, SC | COLORADO SPRINGS, CO
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 | Apr 9, 2025 | n/a | yes | COLORADO SPRINGS, CO|IVA, SC | Current employment |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 3, 2022 | May 1, 2025 | no | COLORADO SPRINGS, CO|Scottsdale, AZ|Iva, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | SUMMIT WEALTH GROUP | May 1, 2025 | Apr 9, 2025 | -22 | Bulk transfer | Ibd to new firm |