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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED | 2025-02-19 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
121 N. Fir Street Suite D, Ventura, CA 93001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoffman & Associates Financial And Estate Advisors, Inc. | Ventura | CA | 01/2013 | 12/2025 |
| Lifepro Asset Management, Llc | San Diego | CA | 06/2023 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
| Hoffman Griffith Wealth Planning | Ventura | CA | 01/2026 | Present |
Jason Daniel Griffith; investment-related: Yes; 121 N. Fir Street, Suite D, Ventura, CA 93001; Registered insurance agent; 2018-10-15; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 15. Hoffman Griffith Wealth Planning; investment-related: Yes; 121 N. Fir Street, Suite D, Ventura, CA 93001; Insurance and annuity sales. ; Wealth Advisor; Insurance planning and sales. ; 2018-10-15; Hours devoted to business during trading hours: 8; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 15. RIA: Hoffman & Associates Financial & Estate Advisors Inc - officer/director start date: 01/2013 ended: 12/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-05 |
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