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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 |
| WA | RA | APPROVED | 2025-02-19 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
11512 El Camino Real Suite 100, San Diego, CA 92075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Toronto, Ontario | 08/2012 | 08/2018 | |
| Lifepro Asset Management, Llc | San Diego | CA | 12/2018 | 02/2025 |
| President Of Thinktum | Waterloo | 10/2020 | 02/2024 | |
| Sel-Employed | San Diego | CA | 09/2018 | 09/2020 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
Independent Order of Foresters, investment-related, 789 Don Mills Road, Toronto, Canada M3C 1T9), Insurance, Consultant, start date: 08/2012 end date 08/2018, approx. 80 hours/month, of which the majority are during securities trading hours. President of Thinktum, Inc, non-investment related, 415 Phillip St, Unit A, Waterloo, Ontario, N2L 3X2, President, State Date 10/2020, End Date 02/2024 Paul manages the management team for the company, approx 60 hrs a month, of which the majority are during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-10 |
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