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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-16 |
| AZ | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED | 2024-04-16 |
Branch Locations
8757 E Via De Ventura Suite 240, Scottsdale, AZ 85258 • United States
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 |
|---|---|---|---|---|
| Strategic Personal & Business Insurance Solutions Dba Life Plan | Temecual | CA | 01/1995 | Present |
| Retirement Wealth Advisors | Irvine | CA | 11/2014 | Present |
| Protect R World, Inc | Irvine | CA | 01/2014 | 12/2017 |
| Juniper Wealth Management, Llc | Palm Beach Gardens | FL | 08/2018 | Present |
| American Retirement Institute | Kennesaw | GA | 03/2019 | 12/2019 |
| Soterus1, Llc | Fort Lauderdale | FL | 01/2015 | Present |
| Simplicity Wealth | Summit | NJ | 04/2024 | Present |
1) 01/1995 - PRESENT, STRATEGIC PERSONAL AND BUSINESS INSURANCE SOLUTIONS, DBA: LIFE PLAN FINANCIAL GROUP, DBA: WEALTH & RETIREMENT, 19100 VAN KARMA IRVINE CA 92612, LIFE INSURANCE AND ANNUITIES, OWNER, HOURS DEDICATED: 129/MONTH (40/MONTH DURING TRADING HOURS) 2) 01/2014 - PRESENT, PROTECT R WORLD, INC, DBA: ANTI THEFT DOTS, ASSETTRAC, PROTECTRNEIGHBORS,19100 CAN KARMA IRVINE CA 92612. PRESIDENT/INVESTOR/MANUFACTURE MICRO SECURITY DOTS/WEBSITE THAT ALLOWS LAW ENFORCEMENT TO COMMUNICATE WITH THE PUBLIC, HOURS DEDICATED: 40/MONTH (20/MONTH DURING TRADING HOURS) 3) Juniper Wealth Management, LLC, investment-related, 2925 PGA Blvd. Ste 204 Palm Beach Gardens, FL 33410, insurance and investment advisory DBA; Owner, August 2018, 250 hrs/ month 172 during trading. Provide insurance and investment advisory services. 3) Juniper Wealth Management, LLC, Investment-related, 8767 E Via de Ventur, insurance and investment advisory DBA; Owner, August 2018, 250 hrs/ month 172 during trading. Provide insurance and investment advisory services. 4) Soterus1, LLC; Non Investment-related; 1007 N Federal Hwy, Suite 279, Fort Lauderdale, FL 33304; GPS Tracking & Security Monitoring; Managing Member; Started 01/2015; 2 Hours/Month devoted; 0 Hours/Month devoted during securities trading hours; Managing member.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-07 |
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