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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-05 |
Branch Locations
Charleston, SC • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Faith-Based Investor, Llc | Mount Pleasant | SC | 01/2008 | 12/2018 |
| Signal Research Group Llc | Wrightsville | PA | 03/2018 | 12/2020 |
| Ambassador Advisors, Llc | Lancaster | PA | 10/2019 | 08/2020 |
| Sevenoneseven Capital Management | Lancaster | PA | 11/2019 | 04/2021 |
| Retirement Specialty Group, Inc | Cookeville | TN | 05/2021 | 09/2023 |
| Faith Investor Services | Dallas | TX | 09/2023 | 03/2026 |
| Firm Foundation Wealth Advisors Llc | Charleston | SC | 03/2026 | Present |
| Simplicity Wealth, Llc | Summit | NJ | 04/2026 | Present |
| Faith Based Investor Llc | Charleston | SC | 10/2008 | Present |
Firm Foundation Wealth Advisors LLC; not investment related; 656 Ellis Oak Ave. Suite 103, Charleston, SC 29412; Insurance Sales; Owner; 12/01/2001; approximate number of hours/month you devote to the other business 40 during trading hours; Provide insurance products and solutions. Jason Peroni; not investment related; 656 Ellis Oak Ave. Suite 103, Charleston, SC 29412; Registered Insurance Agent; Owner; 12/01/2001; approximate number of hours/month you devote to the other business 40 during trading hours; Provide insurance products and solutions. Faith Based Investor LLC ; not investment related; 1216 Taliaferro Ave, Charleston SC 29412; Owner; 10/01/2008; approximate number of hours/month you devote to the other business 10 after trading hours; Provide financial research and data services on a subscription basis. Jason Peroni, Public Speaking; not investment related; 1216 Taliaferro Ave, Charleston, SC 29412; Public Speaker; 11/01/2003; approximate number of hours/month you devote to the other business 5 after trading hours; Speaking engagements on various financial topics.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-02 |
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