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Natalie Cantrell Yarbrough

Simplicity Wealth

Summit, NJ

Fayetteville, AR

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2023-05-03
  • AR RA
    APPROVED
    Since 2023-05-03

Branch Locations

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

2907 E Joyce Blvd Suite 2A, Fayetteville, AR 72703 • 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
Retirement Strategies Group Fayetteville AR 08/2017 Present
Allstate Insurance Bella Vista AR 01/2011 08/2017
Allstate Insurance Bentonville AR 05/2013 08/2017
Simplicity Wealth Fayetteville AR 05/2023 Present
  • 08/2017 → Present
    Retirement Strategies Group
    Fayetteville, AR
  • 01/2011 → 08/2017
    Allstate Insurance
    Bella Vista, AR
  • 05/2013 → 08/2017
    Allstate Insurance
    Bentonville, AR
  • 05/2023 → Present
    Simplicity Wealth
    Fayetteville, AR
Previous Registrations
Other Businesses

Insurance Agent - Annuity and Life Insurance Commissions

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-09
  • S65 Uniform Investment Adviser Law Examination
    2021-01-09
Other Names
  • Natalie Rose Cantrell
  • Natalie R Cantrell

View on SEC IAPD

Other Firms

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CONVERSANT CAPITAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
BIANCO WEALTH ADVISORS LLC
FORZA INVESTMENT GROUP, LP
TSP CAPITAL MANAGEMENT GROUP, LLC
OPPENHEIMER & CO. INC.

Other Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND
Giselle Wright
Matthew James Pejkovic
NICHOLAS ALFRED PISCIOTTI
Anthony Lewis
KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

More in Summit, NJ

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