Best Investors Account Sign in
Claim This Profile
Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-10
  • OH RA
    APPROVED
    Since 2025-11-10

Branch Locations

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

17415 Northwood Ave Suite 201, Lakewood, OH 44107 • 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
Edward Jones St Louis MO 04/2019 10/2025
Huntington National Bank Avon OH 09/2017 02/2019
Kingswood Oxford School West Hartford CT 09/2016 08/2017
The Dawson Llc Cleveland OH 10/2014 Present
Simplicity Wealth Summit NJ 11/2025 Present
M.A.P Advisory Lakewood OH 07/2021 Present
  • 04/2019 → 10/2025
    St Louis, MO
  • 09/2017 → 02/2019
    Huntington National Bank
    Avon, OH
  • 09/2016 → 08/2017
    Kingswood Oxford School
    West Hartford, CT
  • 10/2014 → Present
    The Dawson Llc
    Cleveland, OH
  • 11/2025 → Present
    Summit, NJ
  • 07/2021 → Present
    M.A.P Advisory
    Lakewood, OH
Previous Registrations
  • 2022-08-03 → 2025-12-16
    Wizest Inc.
    Cleveland, OH
  • 2019-06-04 → 2019-10-28
    Cleveland, OH
    St Louis, MO
    Cleveland, OH
    Westlake, OH
Other Businesses

Arcie Petty; not investment related; 17415 Northwood Ave. Suite 201 Lakewood, OH 44107; Registered Insurance Agent; 07/2021; Hours per month during before and after trading hours 250; Provide clients with suitable insurance solutions to their goals. Solutions include term life, whole life, universal life, variable life, fixed annuities, fixed index annuities, and variable annuities. M.A.P Advisory; investment related; 17415 Northwood Ave. Suite 201 Lakewood, OH 44107; Insurance Sales; 07/2021; Hours per month during before and after trading hours 250; Provide clients with suitable insurance solutions to their goals. Solutions include term life, whole life, universal life, variable life, fixed annuities, fixed index annuities, and variable annuities. The Dawson LLC; not investment related; P.O. Box 608540 Cleveland, OH 44108; Member; 01/2015; Hours before and after trading hours 60; Business owner coaching Real estate: landlord, buying and holding real estate.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-02
S66 Uniform Combined State Law Examination 2019-06-03
  • S65 Uniform Investment Adviser Law Examination
    2022-08-02
  • S66 Uniform Combined State Law Examination
    2019-06-03

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Summit, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor