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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2025-09-05 |
| NH | RA | APPROVED | 2025-06-18 |
| AZ | RA | APPROVED | 2021-08-20 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2929 N Central Avenue Suite 1400, Phoenix, AZ 85012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simplicity Group | Phoenix | AZ | 06/2016 | Present |
| Brookstone Capital Management, Llc | Wheaton | IL | 06/2017 | 10/2017 |
| Simplicity Wealth, Llc | Summit | NJ | 08/2021 | Present |
| Guardian Wealth Management | Phoenix | AZ | 08/2021 | 12/2023 |
| Brownstone Financial | Portsmouth | NH | 06/2025 | 04/2026 |
1) Simplicity Group; Investment-related; 8700 E Vista Bonita Dr, Suite 160, Scottsdale, AZ 85255; Insurance Marketing Organization; Sr. Planning Advisor; 07/2016; Approx. 80 hours/month; Approx. 60 hours/month during trading hours; Case illustration and product support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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