Best Investors Account Sign in
Inactive

Hoyt Scott Robey

Simplicity Wealth

Woods Cross, UT

Summit, NJ

Claim This Profile
Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2023-05-16
  • UT RA
    APPROVED
    Since 2023-05-16

Branch Locations

757 W 700 S, Woods Cross, UT 84087 • 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
Allstate Insurance Co Draper UT 02/2016 05/2018
Ars Investment Advisors, Inc. South Jordan UT 05/2018 03/2020
Allstate Lincoln NE 12/2015 05/2018
Personal Economics Financial Group, Llc Woods Cross UT 09/1991 Present
Townsquare Capital Llc Woods Cross UT 03/2020 05/2023
Simplicity Wealth Woods Cross UT 05/2023 Present
  • 02/2016 → 05/2018
    Allstate Insurance Co
    Draper, UT
  • 05/2018 → 03/2020
    Ars Investment Advisors, Inc.
    South Jordan, UT
  • 12/2015 → 05/2018
    Allstate
    Lincoln, NE
  • 09/1991 → Present
    Personal Economics Financial Group, Llc
    Woods Cross, UT
  • 03/2020 → 05/2023
    Woods Cross, UT
  • 05/2023 → Present
    Woods Cross, UT
Previous Registrations
  • 2020-03-27 → 2023-06-28
    Woods Cross, UT
    Farmington, UT
    Lehi, UT
  • 2018-05-17 → 2020-03-30
    Ars Investment Advisors, Inc.
    Kaysville, UT
  • 2016-03-10 → 2018-05-22
    Ogden, UT
    Draper, UT
  • 2015-09-18 → 2016-01-28
    Personal Economics Llc
    Bellevue, WA
  • 2014-10-02 → 2015-08-11
    Seattle, WA
    Redmond, WA
  • 2013-04-16 → 2014-10-02
    Allegis Investment Advisors, Llc
    Idaho Falls, ID
    Bellevue, WA
Other Businesses

Personal Economics Financial Group; investment related, Address: 757 W 700 S Woods Cross, UT 84087; Insurance Agent; 8/1/1991; approximate number of hours/month you devote to the other business Number of hours per month devoted: 8 hrs; Duties: Continue to service existing annuity, life and disability insurance clients. Hoyt Scott Robey; investment related, Address: 757 W 700 S Woods Cross, UT 84087; Licensed independent insurance agent, 8/1/1991; approximate number of hours/month you devote to the other business Number of hours per month devoted: 8 hrs; Duties: Continue to service existing annuity, life and disability insurance clients, insurance company sales and service of life insurance and annuity products. American Financial Education Alliance; non investment related; Address: 349 Copperfield Blvd NE STE-L #106, Concord, NC 28025; 01/2017; Member President, Duties: Offering education, no product, no compensation. 8/1/1991-PRESENT Personal Economics; Owner; Address: 757 W 700 S Woods Cross, UT 84087; Duties: Continue to service existing annuity, life and disability insurance clients.; Percent time devoted: 5%; Number of hours per month devoted: 8 hrs;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-17
S63 Uniform Securities Agent State Law Examination 1998-04-27
  • S65 Uniform Investment Adviser Law Examination
    2012-12-17
  • S63 Uniform Securities Agent State Law Examination
    1998-04-27
Designations
Other Names
  • Hoyt S Robey

View on SEC IAPD

More in Woods Cross, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor