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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-24 |
| KS | RA | APPROVED | 2024-12-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Sii | Richmond | VA | 02/2016 | 11/2018 |
| Royal Alliance Associates, Inc. | Henrico | VA | 11/2018 | 03/2019 |
| Triad Advisors | Norcross | GA | 04/2019 | 05/2023 |
| Resources Investment Advisors | Overland Park | KS | 04/2019 | 05/2023 |
| Lion Street Financial | Sacramento | CA | 06/2023 | 10/2024 |
| Lion Street Advisors | Sacramento | CA | 06/2023 | 10/2024 |
| Benefitrfp,Inc. | Sacramento | CA | 08/2023 | 05/2026 |
| Simplicity Wealth | Summit | NJ | 11/2024 | Present |
| The Leaders Group Inc | Littleton | CO | 01/2025 | Present |
| Justin's Of Lenexa | Lenexa | KS | 04/2025 | 11/2025 |
| Simplicity Group | Summit | NJ | 05/2026 | Present |
1.) SIMPLICITY GROUP - 5/1/2026- 475 Springfield Avenue, Summit, NJ 07901 - Senior Vice President, Simplicity Workplace, Leadership role within the Workplace division, focused on qualified and nonqualified retirement plan consulting, Qualified and nonqualified retirement plan consulting, Invt Rel, Insurance business, 160 hours/mo; 120 hrs/mo (during trading hours). 2.) SIMPLICITY WEALTH - 11/11/24 - 475 Springfield Avenue, Summit, NJ 07901 - IAR, Invt Rel, RA, 40 hrs/mo; 40 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-05 |
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