Daniel Scott Rhoads

Current Employers

Simplicity Wealth

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2021-09-13

PA RA
APPROVED

Since 2021-09-13

Branch Locations

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

Pennsburg, PA • 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

Organization	City	State	From	To
Simplicity Wealth, Llc	Summit	NJ	09/2021	Present
Daniel Scott Rhoads	Pennsburg	PA	07/2018	Present
National Agents Alliance	Burlington	NC	05/2016	07/2018

09/2021 → Present

Simplicity Wealth, Llc

Summit, NJ
07/2018 → Present

Daniel Scott Rhoads

Pennsburg, PA
05/2016 → 07/2018

National Agents Alliance

Burlington, NC

Other Businesses

Daniel Scott Rhoads; Not Investment-related; 2649 Kutztown Rd., Pennsburg, PA 18073; Insurance agency; Licensed insurance agent; Owner/Producer; 07/2018; Approx. 120 hours/month; Approx. 100 hours/month during trading hours; Quoting and enrolling individuals and families in health insurance products.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-08-02

S65 Uniform Investment Adviser Law Examination

2021-08-02

View on SEC IAPD

Current Employers

Simplicity Wealth

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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