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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-11 |
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 |
|---|---|---|---|---|
| Simplicity Wealth | Summit | NJ | 04/2025 | Present |
| Johnson Asset Management | Cincinnati | OH | 06/2023 | 06/2024 |
| Fenimore Asset Management Inc | Cobleskill | NY | 06/2022 | 08/2022 |
| Bass Pro Shops | Bridgeport | CT | 09/2021 | 03/2022 |
| South Colonie Central School | Albany | NY | 05/2020 | 07/2021 |
| Mohawk Army Navy | Latham | NY | 10/2017 | 01/2020 |
| Sacred Heart University | Fairfield | CT | 08/2019 | 05/2023 |
| Unemployed | Mooresville | NC | 07/2024 | 04/2025 |
| Christian Brothers Academy Albany | Albany | NY | 08/2014 | 05/2019 |
| The Leaders Group Inc | Summit | NJ | 06/2025 | Present |
The Leaders Group - 6/2025 - 475 Springfield Avenue, Summit, NJ 07901 - Registered Rep, Invt Rel, Registered Rep 0 hrs/month devoted to the other business during trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-30 |
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