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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2018 | 01/2024 |
| Unemployed | Ocala | FL | 05/2018 | 12/2018 |
| Thi E-Commerce, Inc | Ocala | FL | 10/2014 | 05/2018 |
| Mutual Trust Company Of America Securities | St. Petersburg | FL | 01/2024 | 10/2024 |
| Calton & Associates, Inc. | Tampa | FL | 10/2024 | 08/2025 |
| Mutual Trust Asset Management | Tampa | FL | 09/2024 | 08/2025 |
| The Leaders Group Inc | Summit | NJ | 08/2025 | Present |
| Estate & Retirement Resources | Ocala | FL | 01/2024 | Present |
| Simplicity Wealth | Summit | NJ | 08/2025 | Present |
Estate & Retirement Resources; Investment related; 1/12/24; 7500 SW 61st Avenue, Suite 700, Ocala, FL 34476; Financial Advisor/Insurance Sales, Offers estate & financial planning & fixed insurance products, including the sale of index annuities/tax preparation, Invt Rel, Insurance business, 8 hrs/mo; 4 hrs/mo (during trading hours). Brian Wakefield; Investment related; 1/12/24; 7500 SW 61st Avenue, Suite 700, Ocala, FL 34476; Registered Insurance Agent/Financial Advisor, Offers estate & financial planning & fixed insurance products, including the sale of index annuities/tax preparation, Invt Rel, Insurance business, 8 hrs/mo; 4 hrs/mo (during trading hours). The Leaders Group; investment related; 08/08/2025; Registered Representative; 475 Springfield Avenue Summit, New Jersey 07901, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-19 |
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