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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-05-21 |
| TX | RA | APPROVED | 2025-05-20 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
9375 E. Shea Blvd. Suite #114, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthpoint, Llc | Phoenix | AZ | 02/2011 | 03/2019 |
| Liquidity Partners, Llc | Phoenix | AZ | 06/2007 | Present |
| American United Life | Scottsdale | AZ | 03/2018 | 05/2025 |
| Oneamerica Securities | Scottsdale | AZ | 04/2019 | 05/2025 |
| The Leaders Group Inc | Summit | NJ | 05/2025 | Present |
| Simplicity Wealth | Summit | NJ | 05/2025 | Present |
1.) INDEPENDENT INSURANCE AGENT - 4/11/2007 - 9375 E. Shea Blvd., Suite #114, Scottsdale, AZ 85260 - Advisor, Advise business owner on all issues regarding the efficient transfer of their business equity, 10 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-11-04 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-08 |
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