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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
125 Topeka Drive Suite B, Waco, TX 76712 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Waco | TX | 10/2019 | 05/2021 |
| The Eagle Team | Woodbury | MN | 01/2014 | 05/2021 |
| Nurture Wealth Advisors Llc Dba Nurture Wealth Tax Pros | Waco | TX | 01/2014 | 05/2021 |
| Nurture Wealth Insurance Agency Llc Dba Nurture Wealth | Waco | TX | 01/2011 | 05/2021 |
| John Baker Independent Insurance Agent | Crawford | TX | 01/2006 | 05/2021 |
| Oneamerica Securities | Waco | TX | 06/2021 | 04/2024 |
| Nurture Wealth, Llc | Waco | TX | 05/2014 | 01/2022 |
| Fwa Wealth Management, Llc | Waco | TX | 05/2024 | 10/2025 |
| Fortress Insurance Group Llc | Waco | TX | 01/2022 | Present |
| Fortress Wealth Architects Llc | Waco | TX | 12/2021 | Present |
| Jscrb Ventures, Inc. | Waco | TX | 11/2019 | Present |
| Simplicity Group | Summit | NJ | 06/2022 | Present |
| Simplicity Wealth | Summit | NJ | 10/2025 | Present |
| Fwa Wealth Advisors | Waco | TX | 10/2025 | Present |
Centex Hydraulic Solutions 2, LLC DBA PIRTEK Waco/Temple; not investment-related; address- 125 Topeka Dr STE D Waco TX 76712; Hydraulic Hose Repair; start date-10/21/2024; hrs outside of trading-4;hrs devote during trading hrs-0; Hydraulic Hose Repair Fortress Insurance Group LLC ; not investment-related; address- 200 W State HWY 6 STE 330 Waco TX 76712; Insurance Sales/ Managing Member; start date-01/01/2019; hrs outside of trading-1;hrs devote during trading hrs-0; Property and Casualty Insurance Agency (car and Home Owners insurance) John David Baker; not investment-related; address- 125 Topeka Drive Suite B Waco TX 76712; Registered Insurance Agent; start date-01/01/2019; hrs outside of trading-1;hrs devote during trading hrs-0; Property and Casualty Insurance Agency (car and Home Owners insurance). FWA Wealth Advisors; not investment-related; address- 125 Topeka Drive Suite B Waco TX 76712; Insurance sales/Owner; start date-01/01/2019; hrs outside of trading-1;hrs devote during trading hrs-0; Property and Casualty Insurance Agency (car and Home Owners insurance). Fortress Wealth Architects LLC ; not investment-related; address- 200 W State HWY 6 STE 330 Waco TX 76712; Insurance Sales/President; start date-04/01/2021; hrs outside of trading-20;hrs devote during trading hrs-20; Life Insurance General Agency. JSCRB Enterprises INC; not investment-related; address- 200 W State HWY 6 STE 330 Waco TX 76712; Director; start date-01/01/2020; hrs outside of trading-1;hrs devote during trading hrs-0; This is an S Corp I own to reduce self-employment tax. Its serves as the management company for my other LLC's.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-03 |
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