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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-23 |
Branch Locations
86 Summit Ave Ste 303, Summit, NJ 07901 • 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 |
|---|---|---|---|---|
| Bleakley Financial Group | Fairfield | NJ | 12/2014 | 08/2023 |
| Simplicity Financial Group | Summit | NJ | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
| S66 | Uniform Combined State Law Examination | 2010-10-25 |
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