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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-16 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
181 East 1600 North, Logan, UT 84341 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegis Investment Advisors, Llc | Idaho Falls | ID | 02/2012 | 04/2019 |
| Allegis Investment Services, Llc | Idaho Falls | ID | 05/2014 | 04/2019 |
| Murphy Enterprises Inc., Dba Tim Murphy Insurance | Blackfoot | ID | 11/2006 | Present |
| Ars Investment Advisors, Inc. | Blackfoot | ID | 05/2018 | 02/2021 |
| Dfpg Investments, Llc | Sandy | UT | 03/2021 | 08/2022 |
| Connect Financial Llc | Logan | UT | 08/2022 | 03/2026 |
| Simplicity Wealth | Summit | NJ | 04/2026 | Present |
| Summit Group Wealth Advisors | Logan | UT | 04/2026 | Present |
Tim Murphy Insurance; Non-Investment Related;660 W 200 N Blackfoot ID 83221; Registered Insurance Agent / President; 11/2006; approximate number of hours/month you devote to the other business during trading hours 240;. The consultation and advisement of Insurance Policies pursuant to the needs of the client. Murphy Enterprises Inc., DBA Tim Murphy Insurance ; Non-Investment Related;660 W 200 N Blackfoot ID 83221; Insurance Sales / President; 11/2006; approximate number of hours/month you devote to the other business during trading hours 240;. The consultation and advisement of Insurance Policies pursuant to the needs of the client.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-07 |
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