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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-20 |
Branch Locations
1499 Gulf To Bay Blvd, Clearwater, FL 33755 • United States
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 |
|---|---|---|---|---|
| Universal Financial Consultants | Clearwater | FL | 11/2021 | 12/2025 |
| Southeast Personnel Leasing | Holiday | FL | 07/2012 | 10/2021 |
| Simplicity Wealth | Summit | NJ | 01/2024 | 12/2025 |
| Clark Wealth Llc | Dunedin | FL | 11/2022 | Present |
| Simplicity Wealth | Summit | NJ | 01/2026 | Present |
Clark Wealth, LLC; Investment Business related; 1499 Gulf to Bay Blvd, Clearwater FL 33755; Insurance sales; November 7/2022; 0 hrs per month and 0 hrs during trading hours; wholesale insurance sales. Benjamin Thomas Clark; Investment Business related; 1499 Gulf to Bay Blvd, Clearwater FL 33755; Registered Insurance Agent; November 7/2022; 0 hrs per month and 0 hrs during trading hours; wholesale insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-11-21 |
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