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Advisor at SUMMIT WEALTH GROUP
COLORADO SPRINGS, CO | Franklin, TN
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 | Jan 5, 2026 | n/a | yes | COLORADO SPRINGS, CO|Franklin, TN | Current employment |
| PREMIER PRIVATE WEALTH, LLC | Former SEC adviser | Jul 20, 2021 | Feb 11, 2026 | no | FRANKLIN, TN | Previous registration |
| COMMONWEALTH FINANCIAL NETWORK | National bd RIA | Jan 23, 2004 | Oct 1, 2021 | no | BRENTWOOD, TN|Brentwood, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PREMIER PRIVATE WEALTH, LLC | SUMMIT WEALTH GROUP | Feb 11, 2026 | Jan 5, 2026 | -37 | Firm change after gap | RIA to RIA |
| COMMONWEALTH FINANCIAL NETWORK | PREMIER PRIVATE WEALTH, LLC | Oct 1, 2021 | Jul 20, 2021 | -73 | Firm change after gap | Ibd to new firm |