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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-02-19 |
| CA | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED_RES | 2025-02-13 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Design, Inc | Draper | UT | 03/2008 | Present |
| Larkins Investment Management, Llc | Draper | UT | 11/2011 | 06/2017 |
| Gradient Insurance | Draper | UT | 03/2008 | 06/2017 |
| Lifepro Asset Management | San Diego | CA | 06/2017 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
STRATEGIC DESIGN, INC, Non-investment related, DRAPER, UT, Start Date: 03/2008, PRESIDENT. Nature of business is financial planning and investments, all securities business conducted through LifePro as an IAR. Approximately 160 hours per month. No longer licensed as an insurance producer nor commission based business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-08 |
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