Best Investors Account Sign in
Inactive

Kevin Murray Smith

Simplicity Wealth

Summit, NJ

Orlando, FL

Claim This Profile
Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-30
  • FL RA
    APPROVED
    Since 2026-03-30

Branch Locations

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

Orlando, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life St. Paul MN 03/2013 03/2026
Omni Financial Services Inc. Fort Myers FL 03/2013 03/2026
Virtue Capital Management, Llc Nashville TN 01/2015 03/2026
Simplicity Wealth Summit NJ 03/2026 Present
Kms Wealth Management Orlando FL 08/1980 Present
  • 03/2013 → 03/2026
    Minnesota Life
    St. Paul, MN
  • 03/2013 → 03/2026
    Omni Financial Services Inc.
    Fort Myers, FL
  • 01/2015 → 03/2026
    Nashville, TN
  • 03/2026 → Present
    Summit, NJ
  • 08/1980 → Present
    Kms Wealth Management
    Orlando, FL
Previous Registrations
  • 2015-01-27 → 2026-03-23
    Orlando, FL
    Brentwood, TN
  • 2013-03-18 → 2015-01-19
    Securian Financial Services, Inc.
    Orlando, FL
    Fort Myers, FL
  • 2011-05-19 → 2013-03-05
    Orlando, FL
    Maitland, FL
  • 2008-01-17 → 2011-05-09
    Orlando, FL
  • 2007-07-12 → 2008-01-03
    Msi Financial Services, Inc.
    Orlando, FL
  • 2004-04-15 → 2007-07-19
    Orlando, FL
  • 2001-12-19 → 2004-03-22
    Msi Financial Services, Inc.
    Orlando, FL
Other Businesses

KMS WEALTH MANAGEMENT; not investment related; 8536 Sidon Street Orlando, FL 32817; 08/01/1980; insurance sales; the approximate number of hours/month you devote to the other business 40 during trading hours; Insurance sales and service. Kevin Murray Smith; not investment related; 8536 Sidon Street Orlando, FL 32817; 08/01/1980; registered insurance agent; the approximate number of hours/month you devote to the other business 40 during trading hours; Insurance sales and service.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-08-09
S65 Uniform Investment Adviser Law Examination 1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    2012-08-09
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Summit, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor