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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-24 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Greenville | SC | 02/2015 | 03/2026 |
| Bankers Life Securities, Inc | Greenville | SC | 06/2016 | 03/2026 |
| Bankers Life Advisory Services, Inc | Greenville | SC | 05/2020 | 03/2026 |
| Simplicity Wealth | Summit | NJ | 03/2026 | Present |
| Wall Street South Insurance And Wealth Management | Spartanburg | SC | 03/2026 | Present |
Wall Street South Insurance and Wealth Management; investment related; 619 Cub Branch Dr Spartanburg, SC 29301; Insurance Sales/Owner; 03/2026; the approximate number of hours/month you devote to the other business during trading hours 80; offer Insurance and investment products. Ralph Thomas Pitts; investment related; 619 Cub Branch Dr Spartanburg, SC 29301; Registered insurance agent; 03/2026; the approximate number of hours/month you devote to the other business during trading hours 80; offer Insurance and investment products. The Anchor Food Group; not investment related; 619 Cub Branch Dr Spartanburg, SC 29301; Member; Dormant LLC for a restaurant; the approximate number of hours/month you devote to the other business during trading hours 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-10 |
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