Christopher Lee Wholehan

Current Employers

Employment History

• 06/1994 → Present
  Wholehan Marketing Associates
  Toledo, OH
• 09/1994 → 07/2024
  Ohio State University
  Columbus, OH
• 07/2024 → Present
  Simplicity Investments
  Littleton, CO
• 07/2026 → Present
  Simplicity Wealth
  Summit, NJ
• 02/2026 → Present
  Simplicity Group - Simplicity Wholehan
  Toledo, OH
• 06/2026 → 07/2026
  Tlg Advisors
  Summit, NJ

Previous Registrations

• 2026-06-11 → 2026-07-10
  Tlg Advisors, Inc.
  Summit, NJ
  Toledo, OH

Other Businesses

Wholehan Marketing Associates - 6/1994 - 3130 Executive Pkwy, 8th Floor, Toledo, OH 43606 - Insurance Brokerage President, Manage agency, Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). Christopher Lee Wholehan - 6/1994 - 3130 Executive Pkwy, 8th Floor, Toledo, OH 43606 - Independent Insurance Agent, Selling insurance products, Invt Rel, Insurance business, 2 hrs/mo; 2 hrs/mo (during trading hours). Simplicity Group - 2/2026 - 3130 Executive Pkwy., 8th Fl., Toledo OH 43606 - Partner, Principal Partner of Simplicity Wholehan, Not Invt Rel, Insurance business, 40 hrs/mo; 40 hrs/mo (during trading hours). The Leaders Group Inc - 07/2024 - 475 Springfield Avenue, Summit, NJ 07901 - Registered Representative, Invt Rel, RA business, 40 hrs/mo; 40 hrs/mo (during trading hours).

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-28
• S63 Uniform Securities Agent State Law Examination
  2025-07-17