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Simplicity Wealth CRD 300572
$4.27B regulatory AUM 26 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-06 |
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 |
|---|---|---|---|---|
| Capital Choice Financial Services | Greensboro | GA | 02/2015 | 06/2019 |
| Capital Choice Investment Advisers, Inc. | Greensboro | GA | 04/2017 | 06/2017 |
| Ameritas Investment Corp. | Lincoln | NE | 06/2017 | 06/2019 |
| J Martin Financial Services | Pearland | TX | 03/2017 | Present |
| Gwn Securities Inc. | Palm Beach Gardens | FL | 06/2019 | 12/2022 |
| Soar Financial Llc | Murfreesboro | TN | 12/2022 | 07/2025 |
| American Trust Investment Services | Stafford | TX | 12/2022 | 10/2025 |
| Simplicity Wealth | Summit | NJ | 08/2025 | Present |
| The Leaders Group Dba Simplicity Investments | Summit | NJ | 10/2025 | Present |
1.) J MARTIN FINANCIAL SERVICES - 6/21/2017 - 2880 Broadway Bend Drive, Bldg 3,Pearland, TX 77584 - Life Agent, Prospect/assess prospective client's needs and offer life insurance and FIA product as suitable, Not Invt Rel, Insurance business, 20 hrs/mo;20 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-10-25 |
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