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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-17 |
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 |
|---|---|---|---|---|
| Royal Alliance | El Paso | TX | 03/2016 | 12/2017 |
| Pathfinder Financial Services | El Paso | TX | 10/2017 | Present |
| Simplicity Wealth | Summit | NJ | 04/2026 | Present |
Licensed insurance providing life and disability policies, for which a commission may be paid at time of sales and/or in the form of trailing commissions. Enrolled agent providing tax preparation services for which clients pay via cash or check amounts depending on the complexity of the return being prepared, generally $150 for personal returns. Business Returns Start at $500. This service operates under Herb G Wiebe LLC registered in TX. Texas A&M Agrilife Extension Presenter for Continuing Class for Tax Preparation Professionals Independent Contractor Since 08/2024 Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-15 |
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