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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-02-17 |
| CA | RA | APPROVED | 2025-02-13 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
9805 Statesville Road Suite 6021, Charlotte, NC 28269 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | Lincoln | NE | 08/2014 | 02/2020 |
| Ameritas Investment Corp | Lincoln | NE | 10/2014 | 02/2020 |
| David White & Associates | San Ramon | CA | 08/2014 | 02/2020 |
| Diamond Life Strategies | Denver | NC | 10/2016 | Present |
| Lifepro Asset Management, Llc | San Diego | CA | 02/2020 | 02/2025 |
| Diamond Life Planning | Denver | NC | 03/2018 | Present |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
(1) Diamond Life Strategies; non-investment related; Denver, NC; Motivational Speaking & Money Coach; Owner and Speaker; start date: 10/2016; approx #40 hours per month, of which none are during trading hours; motivational speaking and workshops for various women's groups. Certified Divorce Analyst (CDFA) and Certified Money Coach (CMC) (2) Diamond Life Planning; investment related; Denver, NC; Advisory and financial planning; Owner and Adviser; start date 03/2018; approx 40 hours per month, of which 10 are during trading hours; General retirement and financial planning. (3) Jennifer Jost; non-investment related; Denver, NC; Insurance and Annuity Sales; Owner and Adviser; start date 03/2018; approx 40 hours per month, of which 10 are during trading hours; Life, Long Term Care, and annuity sales. (4) LifePro Financial Services, Inc. (d.b.a. LifePro Insurance Marketing). investment-related. 11512 El Camino Real, Suite 100, San Diego, California 92130. Insurance. Insurance Agent. Start Date: 06/2021. Approximately XX hours per month, of which XX are typical during trading hours. (5) JJJJ Consulting LLC; non-investment related; Denver, NC; Political Accounting; President; start date 01/2023; approx 10 hours per month, of which none are done during trading hours; completing the compliance for political candidates and campaigns filing the FEC form monthly (6) Rock My Finances; non-investment related; Denver, NC; Radio Show; Podcast Host; 10/2022; approx 10 hours per month, of which 1 is done during trading hours; Weekly show where people are interviewed about life stories and tragedy to triumph
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-10 |
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