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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-18 |
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 | 06/2026 | Present |
| Hart Wealth And Retirement Planning | Gap | PA | 04/2026 | Present |
| Rutters | Gap | PA | 02/2021 | 12/2023 |
| Senior Solutions Consulting Group | Gap | PA | 12/2023 | Present |
| Pequea Valley School | Kinzers | PA | 06/2016 | 06/2021 |
Senior Solutions Consulting Group; not investment related; 5405 Lincoln Highway Ste 2 Gap,PA 17527; Case Design Consultant / Client Appointment Coordinator; 12/04/2023; approximate number of hours/month you devote to the other business during trading hours 160; Printing and preparing client folders prior to meetings regarding Fixed Indexed Annuities, Life Insurance, and Multi-Year Guaranteed Annuities. Occasionally providing general product opinions and case design support, while all final recommendations and purchasing decisions are made by the licensed agent and client. Trent Michael Hart; investment related; 5405 Lincoln Highway Ste 3 Gap, PA 17527; Registered Insurance Agent; 12/26/2023; approximate number of hours/month you devote to the other business during business hours 60; Assisting clients with insurance-related planning strategies focused on income, growth, and coverage needs. Hart Wealth & Retirement Planning; investment related; 5405 Lincoln Highway Ste 3 Gap, PA 17527; Insurance Sales; 12/26/2023; approximate number of hours/month you devote to the other business during business hours 60; Assisting clients with insurance-related planning strategies focused on income, growth, and coverage needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-05 |
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