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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-02 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
4875 N. Wickham Road Suite 101, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| August H. Velten & Associates | Melbourne | FL | 11/2009 | 05/2026 |
| Horter Investment Management | Cincinnati | OH | 01/2016 | 04/2019 |
| Simplicity Wealth, Llc | Summit | NJ | 04/2019 | Present |
August H. Velten & Associates; Investment-related; 4875 N. Wickham Road, Suite 101, Melbourne, FL 32940; Life, health insurance and annuity sales; Licensed Insurance Agent; Owner and President; 01/2013; Approx. 120 hours/month; Approx. 80 hours/month during trading hours; Insurance sales and service. August H. Velten; Investment-related; 4875 N. Wickham Road, Suite 101, Melbourne, FL 32940; Life, health insurance and annuity sales; Licensed Insurance Agent; Owner and President; 01/2013; Approx. 120 hours/month; Approx. 80 hours/month during trading hours; Insurance sales and service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-12 |
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