Thomas Ralph Pitts

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 03/2026
  Bankers Life & Casualty, Inc
  Greenville, SC
• 06/2016 → 03/2026
  Bankers Life Securities, Inc
  Greenville, SC
• 05/2020 → 03/2026
  Bankers Life Advisory Services, Inc
  Greenville, SC
• 03/2026 → Present
  Simplicity Wealth
  Summit, NJ
• 03/2026 → Present
  Wall Street South Insurance And Wealth Management
  Spartanburg, SC

Previous Registrations

• 2020-05-28 → 2026-03-17
  Bankers Life Advisory Services, Inc.
  Chesapeake, VA
  Chicago, IL
  Greenville, SC
  Chesapeake, VA

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-27
• S63 Uniform Securities Agent State Law Examination
  2015-11-10

Other Names

• Ralph Pitts
• Thomas Ralph Pitts