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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
5850 Granite Parkway, Suite 800, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jal Dennis Group | Wylie | TX | 11/2019 | 05/2025 |
| Lpl Financial, Llc | Wylie | TX | 10/2019 | 05/2025 |
| Simplicity Guardian | Plano | TX | 06/2025 | Present |
| Simplicity Wealth | Summit | NJ | 06/2025 | Present |
| First Baptist Church | Wylie | TX | 05/2006 | 10/2019 |
Simplicity Guardian; Investment related; Insurance Agent/IAR; 06/02/2025; 6404 International Pkwy, Suite 1600, Plano TX 75093; Insurance sales; Hour per month during trading hours 40; Writing fixed and fixed indexed annuities for our clients Dereck Draper; not investment related; Registered insurance agent; 06/02/2025; 6404 International Pkwy, Suite 1600, Plano TX 75093; Hour per month during trading hours 40; Writing fixed and fixed indexed annuities for our clients Lake Lavon Camp & Retreat Center; Not investment related; 8050 CR 735, Princeton, TX 75407; Board Member; 1 hour a month outside trading hours; On the board for the Lake Lavon Camp. Biggest aspect is to attend quarterly meetings Global Athletic Impact; Not investment related; P.O. Box 1491, Wylie, TX 75098; Managing Director; 06/17/2025; 1 hour a month outside trading hours; Organization equips players and build coaches. Wylie Sports Hall of Honor; Not investment related; 2550 W. Kirby, Wylie TX 75098; Member; Hall of Honor board of governor's officer; 1 hour per month; not during trading hours. The "Hall of Honor Board of Governors" or likewise officers for the Wylie Sports Hall of Honor serve as the selection committee responsible for identifying and inducting individuals who have made exceptional contributions to Wylie athletics or the broader Wylie ISD community. Wylie Pirate Athletic Booster Club; Not investment related; Producer; 2550 E. FM 544, Wylie, TX 75098; 09/18/2020; 20 Hours Per Month/0 Hours During Securities Trading - Produce the local high school football internet broadcast during football season. Derek Draper; Not investment related; 7509 Forest Ridge Trail Sachse, Texas 75048; Supply Speaking: preaching/funerals/weddings; Hobby; 1 hour per month; not during trading hours; Fill in for pastors and conduct wedding and funerals when asked
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-16 |
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