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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-02 |
Branch Locations
5 Concourse Pkwy, Suite 3000 Suite 3000, Atlanta, GA 30328 • 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 |
|---|---|---|---|---|
| Mobilemind Technologies | Atlanta | GA | 07/2020 | 09/2025 |
| Enablus Technologies | Atlanta | GA | 09/2013 | 04/2021 |
| Simplicity Wealth | Summit | NJ | 09/2025 | Present |
| Fairway Financial Partners | Atlanta | GA | 06/2025 | Present |
| Simplicity Group | Brookhaven | GA | 09/2025 | Present |
Fairway Financial Partners; investment-related; 5 Concourse Pkwy, Suite 3000 Atlanta, GA 30328; Co - Owner; 09/2025,approximate number of hours/month you devote to the other business-20,number of hours you devote to the other business during securities trading hours-20, I am licensed as a Georgia Life & Health Insurance Agent and sell fixed annuity products through Simplicity Atlanta. Kyle Williams; investment-related; 5 Concourse Pkwy, Suite 3000 Atlanta, GA 30328; Registered Insurance Agent / Co - Owner; 09/2025,approximate number of hours/month you devote to the other business-20,number of hours you devote to the other business during securities trading hours-20, I am licensed as a Georgia Life & Health Insurance Agent and sell fixed annuity products through Simplicity Atlanta. MobileMind Technologies ; not investment-related; 101 Marketside Ave Ste 404-302, Ponte Vedra, FL 32081-1542; Product Director; 07/2020,approximate number of hours/month you devote to the other business-80,number of hours you devote to the other business during securities trading hours-80, Manages product development and design team for education technology company. AirBnb and VRBO; Owns an investment property held for rental income in Pawleys Islands, SC. Involvement is limited to ownership and oversight of third-party property management. Activity is passive, not investment related; 03/2022; number of hours you devote to the other business during and after trading hours 4; Own and operate short term rental property thru AirBnb and VRBO. Simplicity Group; investment-related; 3499 Sunderland Cir NE, Brookhaven, GA 30319; Insurance Sales / Co - Owner; 09/2025,approximate number of hours/month you devote to the other business-20,number of hours you devote to the other business during securities trading hours-20, I am licensed as a Georgia Life & Health Insurance Agent and sell fixed annuity products through Simplicity Atlanta.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-27 |
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