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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-20 |
Branch Locations
7500 Sw 61St Ave Suite 700, Ocala, FL 34476 • United States
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 |
|---|---|---|---|---|
| Simplicity Wealth | Summit | NJ | 07/2025 | Present |
| Legacy Private Wealth Llc | Ocala | FL | 07/2025 | Present |
| Estate And Retirement Resources, Inc | Ocala | FL | 05/2022 | 03/2025 |
| University Of South Florida | Tampa | FL | 09/2018 | 06/2022 |
| Florida High School | Tampa | FL | 07/2015 | 06/2018 |
| Unemployed | Tampa | FL | 06/2018 | 09/2018 |
| Unemployeed | Land O Lakes | FL | 03/2025 | 07/2025 |
Armen Riley; non investment related; 23546 Gracewood Circle, Land O Lakes FL 34639; registered insurance agent; 04/01/2024; app number of hours per month during trading hours 12; Provide tailored insurance solutions to clients and estates. Legacy Private Wealth LLC; 23546 Gracewood Circle, Land O Lakes FL 34639; Insurance Sales; 04/01/2024; app number of hours per month during trading hours 12; Provide tailored insurance solutions to clients and estates.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-15 |
| S66 | Uniform Combined State Law Examination | 2024-06-03 |
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