Best Investors Account Sign in
Inactive

Eduardo Walter Ortega-Ghiglione

Simplicity Wealth

Summit, NJ

Fort Lauderdale, FL

Claim This Profile
Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-06
TX RA APPROVED 2023-09-11
  • FL RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED
    Since 2023-09-11

Branch Locations

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

Fort Lauderdale, FL • 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
Greensky Atlanta GA 10/2017 05/2020
Axa Advisors, Llc New York NY 04/2020 06/2020
Straumann Group Andover FL 07/2017 10/2017
Lending Club San Francisco CA 01/2016 07/2017
Equitable Advisors, Llc Fort Lauderdale FL 05/2020 05/2023
Simplicity Wealth Summit NJ 05/2023 Present
Primahealth Credit Newport Beach FL 08/2021 08/2023
Vision 7 Advisory Fort Lauderdale FL 05/2023 Present
Insurmark Fort Lauderdale FL 05/2023 Present
Fontona Irving TX 09/2024 Present
  • 10/2017 → 05/2020
    Greensky
    Atlanta, GA
  • 04/2020 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 07/2017 → 10/2017
    Straumann Group
    Andover, FL
  • 01/2016 → 07/2017
    Lending Club
    San Francisco, CA
  • 05/2020 → 05/2023
    Fort Lauderdale, FL
  • 05/2023 → Present
    Summit, NJ
  • 08/2021 → 08/2023
    Primahealth Credit
    Newport Beach, FL
  • 05/2023 → Present
    Vision 7 Advisory
    Fort Lauderdale, FL
  • 05/2023 → Present
    Insurmark
    Fort Lauderdale, FL
  • 09/2024 → Present
    Fontona
    Irving, TX
Previous Registrations
Other Businesses

InsurMark; not investment related; 2150 SW 14th Street Fort Lauderdale, FL 33315, insurance agent, selling Life and Annuities from my home office;05/2023; the approximate number of hours/month you devote to the other business; 50. Eduardo Ortega-Ghiglione; not investment related; 2150 SW 14th Street Fort Lauderdale, FL 33315, independent insurance agent, selling Life and Annuities from my home office; the approximate number of hours/month you devote to the other business; 50. EMLO Enterprises LLC; not investment related; 2150 SW 14th Terrace, Fort Lauderdale, FL 33315, member, provides marketing services primarily dental offices; the approximate number of hours/month you devote to the other business 5. Zoom Realty Group; not investment related; 150 S Pine Island Road, Suite 300, Plantation Florida 33324; 01/24/2022; Realtor; assisting customers in buying and selling residential real estate; he approximate number of hours/month you devote to the other business 5 hours. Fotona USA LLC; not investment related; 4343 W Royal Lane Suite 116, Irving , TX 75063, Dental Regional Sales Manager Eastern US Sales, dental equipment, 09/23/2024, Hours per month devoted during trading hrs: 80

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-01
  • S66 Uniform Combined State Law Examination
    2021-02-01
Other Names
  • Eduardo Ortega
  • Eddie Ortega
  • Eduardo Ortega-Ghiglione
  • Eduardo Walter Ortega-Ghiglione
  • Eddie Ortega-Ghiglione
  • Eddie Walter Ortega-Ghiglione

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Summit, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor