Michael Vincent Mortellaro

Current Employers

Employment History

• 02/2016 → 01/2021
  Gfpc/Assetmark
  Sarasota, FL
• 02/2021 → 05/2021
  Unemployed
  N/A, FL
• 10/2023 → Present
  The Leaders Group Inc
  Littleton, CO
• 03/2021 → Present
  Simplicity
  Summit, NJ
• 09/2021 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2021-07-13 → 2022-12-31
  Simplicity Solutions, Llc
  Lakewood Ranch, FL
  Minneapolis, MN
• 2019-10-03 → 2020-11-20
  Assetmark, Inc.
  Concord, CA
  Sarasota, FL
• 2016-03-16 → 2019-08-23
  Global Financial Private Capital, Inc.
  Sarasota, FL
• 2008-08-04 → 2014-03-11
  Strategic Advisers Llc
  Sarasota, FL
  Boca Raton, FL
  Durham, NC
  Aventura, FL
  Sarasota, FL

Other Businesses

1.) SIMPLICITY GROUP - 5/1/21 - 475 Springfield Ave, Summit, NJ 07901 - SVP of Planning, SVP of Planning, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-08-01
• S63 Uniform Securities Agent State Law Examination
  1991-11-07