DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

MARILYN J EISENHAUER

Advisor at SUMMIT WEALTH GROUP

COLORADO SPRINGS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:892c0067-5b19-9bf4-d526-aadd20c681f1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 26, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUMMIT WEALTH GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 9, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 9, 2007
First registration: Nov 26, 2007
Dual registered: yes, broker-dealer
Other names: MARILYN EISENHAUER|MARILYN JOANN EISENHAUER|MARILYN EISENHAUER|MARILYN JOANN GARCIA|MARILYN GARCIA
IAPD individual key: 5416350

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUMMIT WEALTH GROUP	Independent wealth	Apr 10, 2025	n/a	yes	COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Jan 13, 2016	May 1, 2025	no	COLORADO SPRINGS, CO\|LAKEWOOD, CO\|COLORADO SPRINGS, CO\|Colorado Springs, CO	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 11, 2013	May 21, 2015	no	COLORADO SPRINGS, CO	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 23, 2012	Apr 11, 2013	no	Lone Tree, CO	Previous registration
EDWARD JONES	National bd RIA	Nov 26, 2007	Aug 5, 2011	no	ST LOUIS, MO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO\|COLORADO SPRINGS, CO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	SUMMIT WEALTH GROUP	May 1, 2025	Apr 10, 2025	-21	Bulk transfer	Ibd to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COMMONWEALTH FINANCIAL NETWORK	May 21, 2015	Jan 13, 2016	237	Firm change	Wirehouse to ibd
AMERIPRISE FINANCIAL SERVICES, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Apr 11, 2013	Jun 11, 2013	61	Firm change	Ibd to wirehouse
EDWARD JONES	AMERIPRISE FINANCIAL SERVICES, LLC	Aug 5, 2011	Jan 23, 2012	171	Firm change	Ibd to ibd

Relationships

Registered with (5)

→ SUMMIT WEALTH GROUPRegistered adviserregistration: current employment
Apr 10, 2025 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Jan 13, 2016 to May 1, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 11, 2013 to May 21, 2015factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 23, 2012 to Apr 11, 2013factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 26, 2007 to Aug 5, 2011factForm ADV

Dated events

No dated event names this entity yet.