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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-03-13 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davinci Capital Managment Inc. | Tewksbury | MA | 11/2015 | 09/2016 |
| Develop Your College Game Plan | Tewksbury | MA | 04/2014 | Present |
| Hornor Townsend & Kent Inc | Horsham | PA | 09/2016 | 04/2017 |
| Virtue Capital Management, Llc | Brentwood | TN | 07/2019 | 04/2020 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 04/2020 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 03/2025 | Present |
1) TAX PREPARATION | INVESTMENT RELATED: NO | DBA NAME: RICHARD B. SPENCER | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 7 CREST ROAD, TEWKSBURY, MA 01876 | START DATE: 1991-01-31 | NATURE OF ACTIVITY: TAX PREPARATION- | APPROX HRS PER MTH: LESS THAN 10 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: INCOME TAX PREPARATION FOR FEDERAL, STATE & LOCAL TAX RETURNS. 2) Insurance | INVESTMENT RELATED: Yes | DBA NAME: Develop Your College Gameplan | POSITION HELD: PROPRIETOR/OWNER- | ADDRESS: 7 CREST ROAD, TEWKSBURY, MA 01876 | START DATE: 1991-01-31 | NATURE OF ACTIVITY: Insurance and Annuity Sales- | APPROX HRS PER MTH: LESS THAN 120 HOURS | APPROX TRADING HRS PER MTH: LESS THAN 120 HOURS | DESCRIPTION OF DUTIES: Sell Insurance and Annuities to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-29 |
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