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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-30 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-09 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
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