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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-02-03 |
Branch Locations
2929 N Central Ave 14Th Floor, Phoenix, AZ 85255 • 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 |
|---|---|---|---|---|
| Equity Fund Advisors | Phoenix | AZ | 09/2014 | 10/2017 |
| Cole Capital Corporation | Phoenix | AZ | 09/2014 | 10/2017 |
| Simplicity Scottsdale | Summit | NJ | 01/2018 | 10/2023 |
| Simplicity Group Holdings | Summit | NJ | 10/2019 | 10/2023 |
| Simplicity Group | Summit | NJ | 01/2018 | Present |
| The Leaders Group Inc | Littleton | CO | 10/2023 | Present |
| Simplicity Wealth | Summit | NJ | 01/2025 | Present |
1.) ZENITH CONSULTING AZ INC - 3/9/2022 - 6169 E Janice Way, Scottsdale, AZ 85254 - Owner/Partner, Consulting/marketing for cannabis space, Not Invt rel, Consulting business, 10 hrs/mo; 0 hrs/mo (during trading hours). 2.) S&A VENTURES LLC - 9/28/2021 - 6169 E Janice Way, Scottsdale, AZ 85254 - Owner/Partner, Seeking out investment opportunity and due diligence, Not Invt Rel, Finance & investments business, 10 hrs/mo; 0 hrs/mo (during trading hours). 3.) Alexsandr Arturovich Melkumov - 8/3/2021 - 6169 E Janice Way, Scottsdale, AZ 85254 - Independent Insurance Agent, Occasionally write annuities for friends and family, Not Invt Rel, Fixed insurance sales, 1 hr/mo; 0 hrs/mo (during trading hours). 4.) SIMPLICITY GROUP - 1/1/18 - 475 Springfield Ave, Summit, NJ 07901 - Wholesaler, Sales, Not Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-19 |
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