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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-01 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
30575 Bainbridge Rd Suite 270, Solon, OH 44139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Onpointe Advisory And Financial Services, Llc | Petaluma | CA | 03/2014 | 11/2017 |
| Advisor Alliance, Llc | Hudson | OH | 11/2017 | 07/2025 |
| Simplicity Cleveland | Solon | OH | 09/2017 | Present |
| Simplicity Wealth | Summit | NJ | 07/2025 | Present |
Simplicity Cleveland; Investment related; 30575 Bainbridge Rd Suite 270 Solon OH 44139; Market fixed (non-securities), insurance and annuity products; Principal; 09/2017; Approximately 140 hours per month during trading hours. Kevin Lee Arsham; not investment related; 30575 Bainbridge Rd., Suite 270, Solon, OH 44139; Registered Insurance Agent; 09/2017; Approximately 1 hour per month; sell annuities and life insurance occasionally.
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