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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-05-27
  • ID RA
    APPROVED
    Since 2026-05-27

Branch Locations

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

3600 American Blvd W Suite 700, Bloomington, MN 55431 • 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
Ameriprise Financial Services, Inc. Seattle WA 05/2009 01/2020
Simplicity Wealth Summit NJ 05/2026 Present
The Leaders Group, Inc. Littleton CO 01/2020 03/2025
Covr Financial Technologies, Inc. Boise ID 01/2020 03/2025
Osaic Wealth/Highland Capital Birmingham AL 11/2024 01/2026
Simplicity Group Birmingham AL 02/2026 Present
Simplicity Investments Summit NJ 03/2026 Present
  • 05/2009 → 01/2020
    Ameriprise Financial Services, Inc.
    Seattle, WA
  • 05/2026 → Present
    Summit, NJ
  • 01/2020 → 03/2025
    The Leaders Group, Inc.
    Littleton, CO
  • 01/2020 → 03/2025
    Covr Financial Technologies, Inc.
    Boise, ID
  • 11/2024 → 01/2026
    Osaic Wealth/Highland Capital
    Birmingham, AL
  • 02/2026 → Present
    Simplicity Group
    Birmingham, AL
  • 03/2026 → Present
    Simplicity Investments
    Summit, NJ
Previous Registrations
Other Businesses

SIMPLICITY GROUP - 2/2/2026 -3600 American Blvd W Suite 700 Bloomington, Minnesota 55431 - Insurance Wholesaler, Wholesaling, Not Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours). SIMPLICITY INVESTMENTS - 3/2/2026 -475 Springfield Avenue Summit, New Jersey 07901 - Registered Representative; Not Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours). SIMPLICITY GROUP - 2/2/2026 -101 Broadway, Suite 100, Monticello, MN 55362 - Insurance Wholesaler, Wholesaling, Not Invt Rel, Insurance Business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-03
  • S66 Uniform Combined State Law Examination
    2005-09-03
Other Names
  • Ryan J. Lovell

View on SEC IAPD

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