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Marco Anthony Hernandez

Simplicity Wealth

Mcallen, TX

Summit, NJ

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-22
  • TX RA
    APPROVED
    Since 2024-01-22

Branch Locations

729 North Ware Road, Mcallen, TX 78501 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Money Concepts Capital Corp Palm Beach Gardens FL 01/2002 01/2024
Simplicity Wealth Summit NJ 01/2024 Present
Mah Financial Services Mcallen TX 01/2024 Present
Previous Registrations
Other Businesses

VALLEY FEDERAL CREDIT UNION, 183 E. PRICE ROAD, BROWNSVILLE, TX 78521, NON-INVESTMENT RELATED, BOARD OF DIRECTORS, 1 HR. MO. ALL DURING SECURITIES TRADING. Aquaflora on Evelyn; Is the advisory affiliate principal control person: No; Entail service on board of directors for a publicly traded company: No; Is the business investment related: No; Location of the business: 7108 Evelyn Rd Austin Tx 78610 USA; Position Title: Co-owner; Responsibilities Duties: purchasing; Start date with business: 2023-02-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 30; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No; Contact person at the organization: Michael Hernandez ; Employee Note: This is my son's business and I facilitated construction of a green house. MAH FINANCIAL SERVICES; whether the business is Investment-related; YES; the address of the other business; 729 N. WARE RD MCALLEN TX 78501; the nature of the other business; INSURANCE; your position; OWNER - Insurance Agent ; title, or relationship with the other business; IAR the start date of your relationship; 06/2000 the approximate number of hours/month you devote to the other business: 48; the number of hours you devote to the other business during securities trading hours;4; and briefly describe your duties relating to the other business; SELLING ANNUITIES, LIFE INSURANCE Marco Anthony Hernandez; whether the business is Investment-related; YES; the address of the other business; 729 N. WARE RD MCALLEN TX 78501; the nature of the other business; INSURANCE; your position; OWNER - Insurance Agent ; title, or relationship with the other business; IAR the start date of your relationship; 06/2000 the approximate number of hours/month you devote to the other business: 48; the number of hours you devote to the other business during securities trading hours;4; and briefly describe your duties relating to the other business; SELLING ANNUITIES, LIFE INSURANCE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-01-11
S63 Uniform Securities Agent State Law Examination 1993-07-27
  • S65 Uniform Investment Adviser Law Examination
    2017-01-11
  • S63 Uniform Securities Agent State Law Examination
    1993-07-27
Other Names
  • Marc Anthony Hernandez

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