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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-14 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Monroe Twp, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifepro Asset Management, Llc | San Diego | CA | 08/2020 | 02/2025 |
| Triumph Planning Solutions | Monroe Twp | NJ | 11/2018 | Present |
| Linda A Hilton, Cpa | Monroe Twp | NJ | 01/2002 | Present |
| Mantell, Prince & Reynolds Pc | New Providence | NJ | 02/2013 | Present |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
(1) Triumph Planning Solutions; yes investment-related;2 Polonia Court Monroe Twp, NJ 08831; Insurance and Annuity Sales; Owner/ Insurance agent; start date: 11/2018; approx 80 hrs per month, all of which are during trading hours. (2) Linda A Hilton, CPA; non-investment related; 2 Polonia Court Monroe Twp, NJ 08831; Tax and Accounting Practice; Owner/ CPA; start date: 01/2002; approx 80 hrs per month, all of which are during trading hours. (3) Mantell, Prince & Reynolds PC; non-investment related; 430 Mountain Ave Ste 113, New Providence, NJ 07974; Tax Planning and Litigation Firm; Fiduciary Accountant; start date: 02/2013; approx 20 hrs per month, all of which are during trading hours.
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