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19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-24 |
Branch Locations
19520 West Catawba Avenue Suite 112, Cornelius, NC 28031 • United States
8052 Pelican Reed Circle, Wesley Chapel, FL 33545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Shore Financial Group - Guardian Life Insurance | Tampa | FL | 02/2022 | 05/2025 |
| N/A | Tampa | FL | 08/2021 | 01/2022 |
| Mercer University | Atlanta | GA | 05/2020 | 08/2021 |
| Florida Autism Center | Viera | FL | 01/2019 | 04/2020 |
| Circles Of Care | Melbourne | FL | 01/2017 | 01/2019 |
| N/A | Atlanta | GA | 09/2016 | 01/2017 |
| Park Avenue Securities | Tampa | FL | 05/2022 | 05/2025 |
| So Simple Financial, Llc | Wesley Chapel | FL | 05/2025 | Present |
| Alphastar Capital Management | Wesley Chapel | FL | 05/2025 | Present |
Brendan J. Remus is the Owner and Advisor of So Simple Financial, LLC. He devotes approximately 38% of his professional time per month to So Simple Financial, LLC, and the business is investment-related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-03 |
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