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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-05-28 |
Branch Locations
6400 Flying Cloud Drive, Eden Prairie, MN 55344 • United States
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 |
|---|---|---|---|---|
| First Income Advisors | Eden Prairie | MN | 04/2012 | Present |
| Financial & Tax Architects, Inc. | St Louis | MO | 03/2019 | 05/2019 |
| Simplicity Wealth, Llc | Summit | NJ | 05/2021 | Present |
First Income Advisors; Investment-related; 6400 Flying Cloud Drive, Eden Prairie, MN 55344; Insurance Marketing Organization; Insurance Agent; 11/2012; Approx. 160 hours/month; Approx. 80 hours/month during trading hours; Managing consultants, recruiting advisors, managing relationships with carriers, special projects, marketing, etc. Christopher Frediani Geist; Investment-related; 6400 Flying Cloud Drive, Eden Prairie, MN 55344; Insurance Marketing Organization; Licensed independent Insurance Agent; 11/2012; Approx. 160 hours/month; Approx. 80 hours/month during trading hours; Managing consultants, recruiting advisors, managing relationships with carriers, special projects, marketing, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-17 |
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