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Erin Bartlett Mccann

Simplicity Wealth

Summit, NJ

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-12
  • NJ RA
    APPROVED
    Since 2026-01-12

Branch Locations

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
Unemployed Summit NJ 06/2016 06/2018
Simplicity Group Holdings Summit NJ 06/2018 Present
The Leaders Group Inc Littleton CO 04/2024 Present
Simplicity Wealth Summit NJ 03/2019 Present
  • 06/2016 → 06/2018
    Unemployed
    Summit, NJ
  • 06/2018 → Present
    Simplicity Group Holdings
    Summit, NJ
  • 04/2024 → Present
    The Leaders Group Inc
    Littleton, CO
  • 03/2019 → Present
    Summit, NJ
Other Businesses

We Ventures, LLC; Address 4 Colt Road, Summit, NJ 07901; Responsibilities/Duties: Agency for personal life insurance sales/producer. ; Position/Title - Managing Member; Start Date - 09/12/2024; Investment Related: no; Hours per month devoted during trading hrs: 1; Hours per month devoted outside trading hrs: 0 TLG Advisors; Address: 26 W Dry Creek Cir., Suite 800 Littleton, CO; Responsibilities/Duties: Board Member; Position/Title: Board Member; Start Date: 01/01/2024; Investment Related: yes; Hours per month devoted during trading hrs: 1; Hours per month devoted outside trading hrs: 0 The Leaders Group; Address: 26 W Dry Creek Cir #800, Littleton, CO 80120; Responsibilities/Duties: Registered Representative; Position/Title: Registered Representative; Start Date: 04/2024; Investment Related: yes; Hours per month devoted during trading hrs: 0 ; Hours per month devoted outside trading hrs: 1 661 Main Ave LLC; Address: 4 Colt Road Summit NJ 07901; Responsibilities/Duties: Rental property; Position/Title: Managing member; Start Date: 07/05/2022; Investment Related: no; Hours per month devoted during trading hrs: 0 ; Hours per month devoted outside trading hrs: 1 Simplicity Group; Address: 475 Springfield Avenue, Summit, NJ 07901; Responsibilities/Duties: Sales, Invt Rel, Insurance business; Position/Title: EVP; Investment Related: yes; Start Date: 01/01/2018; Hours per month devoted during trading hrs 160 hrs Dennis M Lafferty Family Trust; 403 Kenli Lane, Brielle, NJ 08730; Act as a co-trustee; Investment Related: yes; 8/11/2021; Hours per month devoted during trading hrs 0; Hours per month outside trading hours: 1 McCann Family Foundation, Inc; 4 Colt Road Summit NJ 07901;Managing Director; Not investement related; 1/22/2024; Hours per month devoted during trading hrs-0; Hours per month outside trading hrs-1; Family Charitable Foundation. CoachArt; 515 South Flower Street 18th & 19th Floors, Los Angeles, CA 90071; Board Member; Not investment related; 05/2026; Hours per month devoted during trading hrs-0; Hours per month outside trading hrs-1

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
S63 Uniform Securities Agent State Law Examination 2017-09-11
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26
  • S63 Uniform Securities Agent State Law Examination
    2017-09-11

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