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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-03 |
Branch Locations
8767 E Via De Ventura Street Ste 240, Scottsdale, AZ 85258 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc | Scottsdale | AZ | 11/2007 | 08/2021 |
| Simplicity Wealth | Summit | NJ | 03/2026 | Present |
| Juniper Wealth Management | Scottsdale | AZ | 03/2026 | Present |
| Scottsdale Serenity Rehab | Scottsdale | AZ | 08/2021 | 01/2026 |
Levi Earhart; not investment related; 8767 E Via De Ventura Street Ste 240 Scottsdale , AZ, 85258; 03/2026; Registered Insurance Agent; approximate number of hours/month you devote to the other business during trading hours 160; Fixed and Fixed Indexed Annuities Juniper Wealth Management; not investment related; 8767 E Via De Ventura Street Ste 240 Scottsdale , AZ, 85258; 03/2026; insurance sales; approximate number of hours/month you devote to the other business during trading hours 160; Fixed and Fixed Indexed Annuities
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-12-12 |
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