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Keith Brandon Lester

Simplicity Wealth

Cream Ridge, NJ

Summit, NJ

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-09-09
  • NJ RA
    APPROVED
    Since 2025-09-09

Branch Locations

17 Fairway Drive, Cream Ridge, NJ 08514 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Watch Advisors, Llc Rockledge FL 07/2015 04/2017
Professional Planning Services Cream Ridge NJ 10/2012 05/2026
Regal Investment Advisors, Llc Kentwood MI 04/2017 07/2019
Retirement Wealth Advisors, Inc. Cream Ridge NJ 07/2019 08/2025
Eagle Team Financial Pros Woodbury MN 11/2012 Present
Digital Advisor Alliance (Smart Retirement) Vero Beach FL 12/2019 12/2020
Ethos Technologies San Francisco CA 10/2021 01/2023
Kbl Enterprises Stewartsville NJ 01/2013 Present
Simplicity Wealth Summit NJ 08/2025 Present
  • 07/2015 → 04/2017
    Wealth Watch Advisors, Llc
    Rockledge, FL
  • 10/2012 → 05/2026
    Professional Planning Services
    Cream Ridge, NJ
  • 04/2017 → 07/2019
    Kentwood, MI
  • 07/2019 → 08/2025
    Retirement Wealth Advisors, Inc.
    Cream Ridge, NJ
  • 11/2012 → Present
    Eagle Team Financial Pros
    Woodbury, MN
  • 12/2019 → 12/2020
    Digital Advisor Alliance (Smart Retirement)
    Vero Beach, FL
  • 10/2021 → 01/2023
    Ethos Technologies
    San Francisco, CA
  • 01/2013 → Present
    Kbl Enterprises
    Stewartsville, NJ
  • 08/2025 → Present
    Summit, NJ
Previous Registrations
Other Businesses

PROFESSIONAL PLANNING SERVICES; NON INVESTMENT RELATED; 17 FAIRWAY DRIVE, CREAM RIDGE, NJ 08514; INSURANCE AND INVESTMENT ADVISORY; CIO; STARTED 11/2012; 80 HOURS/MONTH DEVOTED; 80 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS AND INVESTMENT ADVISORY SERVICES. EAGLE TEAM FINANCIAL PROS; INVESTMENT RELATED; 563 BIELENBERG PARKWAY, WOODBURY MN 55125; INSURANCE; INSURANCE AGENT; STARTED 11/2012; 10 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS. KBL ENTERPRISES; NON INVESTMENT RELATED; 408 MAXWELL DRIVE, STEWARTSVILLE NJ 08886; 0WNER/PARTNER; STARTED 1/2013; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MY PERSONAL BUSINESS FOR CONDUCTING STREAMING ON TWITCH AND RECEIVING ACCOUNT RECEIVABLES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-19
  • S65 Uniform Investment Adviser Law Examination
    2015-03-19

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