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Trent Michael Hart

Simplicity Wealth

Summit, NJ

Gap, PA

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-18
  • PA RA
    APPROVED
    Since 2026-06-18

Branch Locations

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

5405 Lincoln Highway Ste 3, Gap, PA 17527 • 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
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
  • 06/2026 → Present
    Summit, NJ
  • 04/2026 → Present
    Hart Wealth And Retirement Planning
    Gap, PA
  • 02/2021 → 12/2023
    Rutters
    Gap, PA
  • 12/2023 → Present
    Senior Solutions Consulting Group
    Gap, PA
  • 06/2016 → 06/2021
    Pequea Valley School
    Kinzers, PA
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-05
  • S65 Uniform Investment Adviser Law Examination
    2026-03-05

View on SEC IAPD

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