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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-10-10 |
| CA | RA | APPROVED | 2025-02-13 |
| MD | RA | APPROVED | 2025-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Fsc Securities Corporation | Oakland | CA | 03/2009 | 06/2020 |
| Sage Financial Network | Walnut Creek | CA | 03/2009 | Present |
| Chabot College | Hayward | CA | 01/2011 | Present |
| University Of California Berkeley | Berkeley | CA | 09/2001 | Present |
| Lifepro Asset Management, Llc | San Diego | CA | 06/2020 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
| The Leaders Group Inc | Summit | NJ | 05/2025 | Present |
1.) UNIVERSITY OF CALIFORNIA BERKELEY - 1/1/2009 - 1995 University Avenue, Berkeley, CA 97404 - Part time instructor, Teaching, Not Invt Rel, Online instruction, 12 hrs/mo; 0 hrs/mo (during trading hours). 2.) CHABOT COLLEGE - 1/1/2011 - 2555 Hesperian, Hayward, CA - Instructor, Business teacher, Not Invt Rel, Instructor, 18 hrs/mo; 0 hrs/mo (during trading hours). 3.) INDEPENDENT INSURANCE AGENT - 1/1/2011 - 1305 Boulevard Way, Suite 316, Walnut Creek, CA 94595 - Agent, Find good insurance for clients, Invt Rel, Insurance business, 20 hrs/mo; 10 hrs/mo (during trading hours). 4.) SAGE FINANCIAL NETWORK - 1/1/2007 - 1305 Boulevard Way, Suite 316, Walnut Creek, CA 94595 - Owner/Financial Adviser, Securities/insurance & annuity sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-13 |
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