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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-13 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
2340 E. Trinity Mills Rd. Suite 300, Carrollton, TX 75006 • 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 |
|---|---|---|---|---|
| Lakeview Financial Solutions | Carrollton | TX | 02/2009 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 08/2015 | 10/2016 |
| Simplicity Wealth, Llc | Summit | NJ | 07/2019 | Present |
| Just Mortgages, Inc. | Carrollton | TX | 09/2017 | 12/2023 |
| University Of Dallas | Irving | TX | 03/2017 | Present |
| Jarrell Tax Planning | Carrollton | TX | 04/2021 | Present |
1) Lakeview Financial Solutions; Investment-related; 2708 Brookshire Dr., Carrollton, TX 75007; Insurance services; Owner; 02/2009; Approx. 160 hours/month; Approx. 120 hours/month during trading hours; Sell life and fixed annuity products. 2) Rodney Jarrell; Investment-related; 2708 Brookshire Dr., Carrollton, TX 75007; Insurance services; Licensed Insurance Agent; 02/2009; Approx. 160 hours/month as Owner of Lakeview Financial Solutions; Approx. 120 hours/month during trading hours as Owner of Lakeview Financial Solutions; Sell life and fixed annuity products. 3) University of Dallas; Not investment-related; 1845 E. Northgate Drive, Irving, TX 75062; University; Adjunct Professor; 3/2019; Approx. 45 hours/month; Approx. 0 hours/month during trading hours; Teach MBA courses in accounting and finance. 4) Jarrell Tax Planning; Not investment-related; 2340 E. Trinity Mills Rd., Suite 300, Carrollton, TX 75006; Tax planning and preparation; Owner; Owner; 04/2021; Approx. 10 hours/month; Approx. 10 hours/month during trading hours; Tax planning and preparation. 5) Zahn Associates, Inc; not investment- related; 1102 W. Cass Street, Tampa FL 33606; Instructor for Certified Financial Planner education courses; 01/01/2024; Approx. 20 hours/month; Approx. 0 hours/month during trading hours; CFP education courses instructor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-12 |
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