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Humberto Gonzalez

Simplicity Wealth

Summit, NJ

Corpus Christi, TX

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-29
  • TX RA
    APPROVED
    Since 2025-04-29

Branch Locations

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

5430 Cain Dr., Corpus Christi, TX 78411 • 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
Ae Wealth Management, Llc Topeka KS 08/2023 10/2024
Sstx Financial Llc Corpus Christi TX 09/2019 Present
Naturally Dolce, Llc Corpus Christi TX 05/2013 Present
Simplicity Wealth Summit NJ 04/2025 Present
Sstx Wealth Llc Corpus Christi TX 04/2025 Present
  • 08/2023 → 10/2024
    Topeka, KS
  • 09/2019 → Present
    Sstx Financial Llc
    Corpus Christi, TX
  • 05/2013 → Present
    Naturally Dolce, Llc
    Corpus Christi, TX
  • 04/2025 → Present
    Summit, NJ
  • 04/2025 → Present
    Sstx Wealth Llc
    Corpus Christi, TX
Previous Registrations
Other Businesses

SSTX Financial LLC; Yes Investment Related; 5430 Cain Dr Corpus Christi TX 78411; Tax and Insurance Planning; Member; Start Date: 01/01/2019; Approx. 20 hours a month; Meet with clients for tax planning and insurance. Humberto Gonzalez, Yes Investment Related; 5430 Cain Dr Corpus Christi TX 78411, Registered insurance agent; Enrolled Registered IRS Agent; 01/01/2019; hours per month 20; Meet with clients for tax planning and insurance. Naturally Dolce LLC; Not Investment Related; 5430 Cain Drive Corpus Christi TX 78411; Member; 05/01/2013: Approx. 4 hours a month; Approx. 00 hours during trading; hair salon management. Cava Holdings LLC; Yes Investment Related; 5430 CAIN DR CORPUS CHRISTI, TX 78411; Real Estate Management; Member; 08/01/2022; Approx. 1 hours a month; Approx. 00 hours during trading; Cava is a residential real estate management company owned by my wife and me. I evaluate potential properties for purchase based on our criteria. If acquired, the properties are renovated, rented out, and managed by Cava. We do not manage or advise others on real estate. Dolce Farms LLC; Not Investment Related; 5430 CAIN DR CORPUS CHRISTI, TX 78411; Urban Farm; Managing Member; 02/15/2022; 08 hours a month; Approx. 00 hours during trading; growing produce to sell at local farmers markets

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-26
  • S65 Uniform Investment Adviser Law Examination
    2023-07-26
Other Names
  • Bert Gonzalez

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