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David R Lester

Simplicity Wealth

Summit, NJ

San Diego, CA

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-19
  • CA RA
    APPROVED
    Since 2025-02-19

Branch Locations

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

11512 El Camino Real Suite 100, San Diego, CA 92130 • 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
Simplicity Wealth Summit NJ 01/2025 Present
Lifepro Asset Management San Diego CA 01/2023 12/2024
Lifepro Asset Management San Diego CA 12/2020 12/2022
My Solo 401K Financial Carlsbad CA 11/2019 12/2020
Robert Half Temp Agency Carlsbad CA 08/2019 11/2019
Unemployed Carlsbad CA 01/2019 08/2019
University Of Missouri Columbia MO 08/2014 12/2019
  • 01/2025 → Present
    Simplicity Wealth
    Summit, NJ
  • 01/2023 → 12/2024
    Lifepro Asset Management
    San Diego, CA
  • 12/2020 → 12/2022
    Lifepro Asset Management
    San Diego, CA
  • 11/2019 → 12/2020
    My Solo 401K Financial
    Carlsbad, CA
  • 08/2019 → 11/2019
    Robert Half Temp Agency
    Carlsbad, CA
  • 01/2019 → 08/2019
    Unemployed
    Carlsbad, CA
  • 08/2014 → 12/2019
    University Of Missouri
    Columbia, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-16
  • S65 Uniform Investment Adviser Law Examination
    2024-08-16

View on SEC IAPD

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BIANCO WEALTH ADVISORS LLC
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TSP CAPITAL MANAGEMENT GROUP, LLC
OPPENHEIMER & CO. INC.

Other Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND
Giselle Wright
Matthew James Pejkovic
NICHOLAS ALFRED PISCIOTTI
Anthony Lewis
KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

More in Summit, NJ

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