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Gene Isao Watanabe

Simplicity Wealth

Honolulu, HI

Summit, NJ

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-04-13
  • HI RA
    APPROVED
    Since 2026-04-13

Branch Locations

500 Ala Moana Blvd, Honolulu, HI 96813 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Origin Financial Group Llc Honolulu HI 12/2001 Present
Redhawk Wealth Advisors Minneapolis MN 09/2018 04/2026
Simplicity Wealth Summit NJ 04/2026 Present
Simplicity Group San Diego CA 08/2023 Present
  • 12/2001 → Present
    Origin Financial Group Llc
    Honolulu, HI
  • 09/2018 → 04/2026
    Redhawk Wealth Advisors
    Minneapolis, MN
  • 04/2026 → Present
    Summit, NJ
  • 08/2023 → Present
    Simplicity Group
    San Diego, CA
Previous Registrations
  • 2018-10-04 → 2026-04-06
    Honolulu, HI
    Minneapolis, MN
  • 2004-01-20 → 2005-12-31
    Origin Financial Group Llc
    Honolulu, HI
Other Businesses

Gene Isao Watanabe; not investment related; 11512 El Camino Real, Suite 100 San Diego, California 92130; Registered Insurance Agent; 08/12/2023; approximate number of hours/month you devote to the other business 80 during trading hours; Marketing & Servicing Life, Annuity and Long term care Insurance. Simplicity Group; not investment related; 11512 El Camino Real, Suite 100 San Diego, California 92130; insurance sales; 08/12/2023; approximate number of hours/month you devote to the other business 80 during trading hours; Marketing & Servicing Life, Annuity and Long term care Insurance. 24 Hour Fitness; not investment-related; 7120 Kalanianaole Highway, Honolulu, HI 96825; Class Instructor; 04/01/2024; approximate number of hours/month you devote to the other business 18 after trading hours;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-25
S63 Uniform Securities Agent State Law Examination 1986-02-01
  • S66 Uniform Combined State Law Examination
    2003-09-25
  • S63 Uniform Securities Agent State Law Examination
    1986-02-01
Designations

View on SEC IAPD

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