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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-13 |
Branch Locations
2011 Palomar Airport Rd, Suite 101, Carlsbad, CA 92011 • 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 |
|---|---|---|---|---|
| Lifepro Asset Management, Llc | San Diego | CA | 03/2017 | 02/2025 |
| Ducerus | Carlsbad | CA | 01/1994 | 12/2022 |
| Caruthers Tax And Financial Solutions | Carlsbad | CA | 01/2022 | Present |
| Caurthers Wealth Solutions | Carlsbad | CA | 10/2023 | Present |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
1. Ducerus College Planning, non-investment-related, 5650 El Camino Real Suite 285, Carlsbad, CA 92008, College Planning, College Planning Representative, start date: 01/1994 closed date: 12/31/2022, approx. 160 hours/month, primarily during securities trading hours. 2. Caruthers Tax and Financial Solutions, Investment-related, 701 Palomar Airport Rd Suite 170 Carlsbad, Ca 92011, Tax Planning and Preparation, Founder, start date: 01/2022, approx. 20 hours/month, 15 hrs a month during securities trading hours. On 1/2023, Caruthers Tax and Financial Solutions added College Planning services. In this role, Caruthers Tax and Financial Solutions works with families of high school students to help with college selection, merit, and need-based aid and develops a funding strategy for all college years. Ron Caruthers utilizes life insurance and short-term fixed annuities in this process from time to time. 3. Caruthers Wealth Solutions, Investment-related, 701 Palomar Airport Rd Suite 170 Carlsbad, Ca 92011 Start Date 10/2023, approx. 30 hours/month, 20 hrs a month during securities trading hours. Caruthers Wealth Solutions is a DBA for Ron Caruthers, and he offers Financial Planning and advisory services. Investment Advisory services are offered through LifePro Asset Management and other Third-Party money managers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-03 |
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