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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2025-08-08 |
Branch Locations
9625 Lamar Ave, Overland Park, KS 66207 • 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 |
|---|---|---|---|---|
| Security Bank Of Kansas | Kansas City | KS | 04/2013 | 12/2017 |
| Bankers & Investors Co | Kansas City | KS | 04/2013 | 03/2017 |
| Medallion Financial | Boardman | OH | 12/2008 | 12/2017 |
| Mrm Group | St. Louis | MO | 02/2017 | 07/2018 |
| Two West Capital Advisors Llc | Overland Park | KS | 12/2017 | 12/2020 |
| Private Advisor Group, Llc | Morristown | NJ | 11/2020 | 07/2025 |
| Simplicity Wealth | Summit | NJ | 08/2025 | Present |
| Simplicity Group | Summit | NJ | 01/2018 | Present |
| Janes Associates Llc | Overland Park | KS | 09/2009 | Present |
Simplicity Group; not investment related; 475 Springfield Ave Summit, NJ 0790; Business Development Consultant; 01/01/2018; approximate number of hours/month you devote to the other business 120 during trading hours; Business Development Consultant for Insurance Professionals Shaymond Janes; investment related; 9625 Lamar Ave Overland Park, KS 66207; Registered Insurance Agent/Managing Director; 09/01/2009; approximate number of hours/month you devote to the other business 40 during trading hours; Life Insurance and Fixed Annuity Sales. Janes Associates LLC; not investment related; 9625 Lamar Ave Overland Park, KS 66207; Insurance and Annuity Sales/Managing Director; 09/01/2009; approximate number of hours/month you devote to the other business 40 during trading hours; Life Insurance and Fixed Annuity Sales. Janes Brothers LLC; not investment related; 9625 Lamar Ave Overland Park, KS 66207, Managing Director; 06/01/2022; approximate number of hours/month you devote to the other business 20 during trading hours; Real Estate & Rental Property. I currently actively rent one property that I inherited when my mom passed away and run this as an active business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-29 |
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