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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-29 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
3801 Pga Blvd Suite 600, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securities Corporation | Carpinteria | CA | 08/2013 | 04/2025 |
| Fortuna Advisors, Llc | Sanford | FL | 08/2014 | 01/2025 |
| Bencor, Inc. | Winter Springs | FL | 04/2015 | 04/2025 |
| Us Employee Benefits Services Group, Llc | Winter Springs | FL | 04/2015 | 04/2025 |
| The Leaders Group Inc | Summit | NJ | 04/2025 | Present |
| Turning Point Financial Llc | Palm Beach Gardens | FL | 01/2025 | 04/2025 |
| Turnstart Wealth | Palm Beach Gardens | FL | 04/2025 | Present |
| Simplicity Wealth | Summit | NJ | 04/2025 | Present |
Turning Point Financial - 1/1/2014 - DBA changed to Turnstart Wealth LLC on 04/2025 - 3801 PGA Blvd, Suite 600, Palm Beach Gardens, FL 33410 - Managing Member, 100 hrs/mo. Insurance Agent business activity: LIFE, FIA, FA Derrick Mims - 11/1/2013 - 3801 PGA Blvd, Suite 600, Palm Beach Gardens, FL 33410 - registered insurance agent, Not Invt Rel, Fixed insurance business, 10 hrs/mo; 10 hrs/mo (during trading hours). Insurance Agent business activity: LIFE, FIA, FA The Leaders Group - 04/22/2025 - 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120, Broker / Dealer - Registered Representative; 100 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-13 |
| S65 | Uniform Investment Adviser Law Examination | 2014-01-03 |
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