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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-05 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley | Ridgewood | NJ | 08/2014 | 05/2017 |
| United Advisors | New York | NY | 05/2017 | 03/2019 |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 04/2019 | 10/2021 |
| Atria Wealth Solutions | New York | NY | 04/2019 | 10/2021 |
| Cuso Financial Services, L.P. | San Diego | CA | 06/2019 | 10/2021 |
| Sorrento Pacific Financial, Llc | San Diego | CA | 06/2019 | 10/2021 |
| Pruco Securities Llc | Paramus | NJ | 08/2023 | 05/2024 |
| Unemployed | Westwood | NJ | 10/2021 | 08/2023 |
| Prudential Insurance Company Of America | Paramus | NJ | 08/2023 | 05/2024 |
| Simplicity Wealth | Summit | NJ | 04/2026 | Present |
| Brookereed Consulting | Westwood | NJ | 06/2024 | 03/2026 |
| The Leaders Group Inc, Dba: Simplicity Investments | Summit | NJ | 05/2026 | Present |
| Simplicity Group | Summit | NJ | 04/2026 | Present |
1.) Simplicity Group - 04/06/2026 - 475 Springfield Avenue, Summit, NJ 07901 - Business Consultant, Work with financial advisors to help them grow their businesses, Invt Rel, Insurance business, 160 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-02 |
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