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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-03 |
Branch Locations
855 Madison Ct., Palm Beach, FL 33410 • United States
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 |
|---|---|---|---|---|
| Regal Investment Advisors Llc | Kentwood | MI | 01/2014 | 04/2018 |
| Concierge Financial, Inc. | Palm Beach Gardens | FL | 02/2018 | Present |
| Simplicity Wealth | Summit | NJ | 10/2024 | Present |
1)INDEPENDENT INSURANCE AGENT; NOT INVESTMENT RELATED; 855 MADISON CT, PALM BEACH GARDENS, FL 33410; FIXED ANNUITY AND LIFE INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/26/2010; 40; 40; SALES OF FIXED ANNUITY AND LIFE INSURANCE 2) Health, Dental and Medicare Insurance Agent; Not Investment Related; 855 Madison Ct, Palm Beach Gardens, FL; Health, Dental, and Medicare Insurance Sales; Independent Insurance Agent; 10/26/10; 40; 40; Sales of Health, Dental, and Medicare Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-21 |
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