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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-09 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
487 Devon Park Drive, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2026 |
| Mid-Atlantic Wealth Advisory | Wayne | PA | 12/2012 | Present |
| Simplicity Investments | Summit | NJ | 04/2026 | Present |
| Simplicity Wealth | Summit | NJ | 04/2026 | Present |
Robert Joseph Sayre; not investment related; 9/1/03; 487 Devon Park Drive, Suite 202, Wayne, PA 19087 ; Registered Insurance Agent; 10 hrs/mo; 10 hrs/mo (during trading hours); Insurance sales. Mid-Atlantic Wealth Advisory Group; not investment related; 9/1/03; 487 Devon Park Drive, Suite 202, Wayne, PA 19087 ; Insurance Sales; 10 hrs/mo; 10 hrs/mo (during trading hours); Insurance sales. Simplicity Investments; 487 Devon Park Drive, Suite 202, Wayne, PA 19087; Registered Representative; 04/01/2026; approximate number of hours/month you devote to the other business 200; Registered Representative. RENTAL PROPERTY - 6/1/17 - 11 Shady Brooke Lane, Logan Township, NJ 08085 - Owner, Owner, Not Invt Rel, Rental property, 1 hr/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-28 |
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