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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-06

Branch Locations

1499 Gulf To Bay Blvd, Clearwater, FL 33770 • 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 No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Broker Insurance Marketing Dba Ida Of Fl Clearwater FL 01/1995 Present
Mutual Trust Co. Of America Securities Clearwater FL 08/1990 08/2023
Universal Financial Consultant Clearwater FL 01/1991 Present
The Leaders Group Inc Littleton CO 08/2023 Present
Simplicity Wealth Summit NJ 08/2024 Present
Vivo Apartments Longmont Llc El Segundo CA 04/2001 Present
Vivo Living Wilmington Llc El Segundo CA 12/2001 Present
Vivo Apartments Greenville Llc El Segundo CA 07/2001 Present
Vivo Living Kissimmee El Segundo CA 07/2021 Present
Vivo Apartments Omaha Llc El Segundo CA 05/2021 Present
Vivo Living Willowbrook Llc El Segundo CA 12/2021 Present
Vivo Apartments Owner New Braunfels Llc El Segundo CA 04/2021 Present
Decatur Chc Lp Equity Llc El Segundo CA 04/2021 Present
Fulton F&F High Street Llc Raleigh NC 10/2021 Present
Petersburg Place Investors Llc Gastonia NC 02/2020 Present
Shipyard Wilmington Investors Llc Gastonia NC 08/2019 Present
Cow Boston Senior Living Llc Petersburg FL 11/2022 Present
Cow Granburrysenior Living Llc Petersburg FL 09/2022 Present
Tara Hills Knoxville Investors Llc Gastonia NC 05/2019 Present
Cow Ocean View Portfolio Llc St Petersburg FL 05/2022 Present
1499 Gulf Llc Clearwater FL 11/2020 Present
Vc Realty Llc Largo FL 12/2023 Present
Sunshine On Ulmerton Largo FL 12/2023 Present
Sunshine On Court Clearwater FL 08/2024 Present
Sunshine On Missouri Clearwater FL 08/2024 Present
  • 01/1995 → Present
    Broker Insurance Marketing Dba Ida Of Fl
    Clearwater, FL
  • 08/1990 → 08/2023
    Mutual Trust Co. Of America Securities
    Clearwater, FL
  • 01/1991 → Present
    Universal Financial Consultant
    Clearwater, FL
  • 08/2023 → Present
    The Leaders Group Inc
    Littleton, CO
  • 08/2024 → Present
    Summit, NJ
  • 04/2001 → Present
    Vivo Apartments Longmont Llc
    El Segundo, CA
  • 12/2001 → Present
    Vivo Living Wilmington Llc
    El Segundo, CA
  • 07/2001 → Present
    Vivo Apartments Greenville Llc
    El Segundo, CA
  • 07/2021 → Present
    Vivo Living Kissimmee
    El Segundo, CA
  • 05/2021 → Present
    Vivo Apartments Omaha Llc
    El Segundo, CA
  • 12/2021 → Present
    Vivo Living Willowbrook Llc
    El Segundo, CA
  • 04/2021 → Present
    Vivo Apartments Owner New Braunfels Llc
    El Segundo, CA
  • 04/2021 → Present
    Decatur Chc Lp Equity Llc
    El Segundo, CA
  • 10/2021 → Present
    Fulton F&F High Street Llc
    Raleigh, NC
  • 02/2020 → Present
    Petersburg Place Investors Llc
    Gastonia, NC
  • 08/2019 → Present
    Shipyard Wilmington Investors Llc
    Gastonia, NC
  • 11/2022 → Present
    Cow Boston Senior Living Llc
    Petersburg, FL
  • 09/2022 → Present
    Cow Granburrysenior Living Llc
    Petersburg, FL
  • 05/2019 → Present
    Tara Hills Knoxville Investors Llc
    Gastonia, NC
  • 05/2022 → Present
    Cow Ocean View Portfolio Llc
    St Petersburg, FL
  • 11/2020 → Present
    1499 Gulf Llc
    Clearwater, FL
  • 12/2023 → Present
    Vc Realty Llc
    Largo, FL
  • 12/2023 → Present
    Sunshine On Ulmerton
    Largo, FL
  • 08/2024 → Present
    Sunshine On Court
    Clearwater, FL
  • 08/2024 → Present
    Sunshine On Missouri
    Clearwater, FL
Previous Registrations
Other Businesses

UNIVERSAL FINANCIAL CONSULTANTS - 1/1/1991 - 1499 Gulf-to-Bay, Suite 100, Clearwater, FL 33755 - President, Wholesale of fixed insurance products to independent insurance agents, Not Invt Rel, Insurance business, 150 hrs/mo; 150 hrs/mo during trading hours. BROKER INSURANCE MARKETING dba IDA OF FL - 1/1/1995 - 1499 Gulf-to-Bay, Suite 100, Clearwater, FL 33755 - President, Wholesale of fixed insurance products to independent insurance agents, Not Invt Rel, Insurance business, 150 hrs/mo; 150 hrs/mo during trading hours The Leaders Group, 08/2023, 26 west dry creek cir suite 800 Littleton CO 80120, Registrered rep, Investement related-Number if hours/month 0-Registered rep Vivo Apts LongmontLLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property- Partner-4/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Wilmington LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-12/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Greenville LLC-Not invt rel2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-7/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Kissimmee LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-9/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Omaha LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-05/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Living Willowbrook LLC-Not invt rel-2260 E imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-12/2021-appx no. of hours/month you devote to the other business-0, rental property Vivo Apts Owner-Not invt rel- New Braunfels LLC-2260 E Imperial hwy suite 700 El segundo CA 90245-Rental property-Partner-4/2021-appx no.of hours/month you devote to the other business-0, rental property Decatur CHC LP Equity LLC-not invt rel-2040 Bosyon Rd Ste 20 Wilbraham MA 01095-Partner-4/2021-appx no. of hours/month you devote to the other business-0, rental property Fulton F7F high St LLC-not invt related-817 Hillsborough St Ste F104 Raleigh NC 27603-Partner-10/2021-appx no of hours/month you devote to the other business-0, rental property Petersburg Place Investors LLC-not invt rel-245 W Main Ave Gastonia NC 28052-Partner-2/2020-appx no of hours/month you devote to the other business-0, rental property Shipyard Wilmington Investors LLC-not invt rel-245 W Main Ave Gastonia NC 28052-Partner-2/2020-appx no of hours/month you devote to the other business-0, rental property Cow Boston Senior Living LLC-not invt rel-2002 Coffee pot Blvd St Petersburg FL 33704-11/2022-Partner-appx no of hours/month you devote to the other business-0, rental property Cow Granbury Senior Living LLC-not invt rel-2002 Coffee pot Blvd St Petersburg FL 33704-11/2022-Partner-appx no of hours/month you devote to the other business-0, rental propertyTara Hills Knoxville Investors LLC-not invt related-245 W main Ave Gastonia NC 28052-05/2019-Partner-appx no of hours/month you devote to the other business-0, rental property 1499 Gulf LLC-1499 Gulf To Bay Blvd CLearwater FL-not invt rel-11/2020-Owner/Partner-appx number of hours/week you devote to the other business-10, rental property VC Realty LLC-308 harborview rd Largo FL 33770-12/2023-not invt rel-Owner/Partner-appx number of hours/month you devote to the other business-0, rental property Sushine on Ulmerton-9475 Ulmerton rd Largo FL 33771-12/2023-not invt rel-Owner-appx number of hours/month you devote hrs/week-7 carwash Sunshine on Crt-1175 Court st Clearwater FL 33756-8/2024-Owner-not Invt rel-appx number of hours/month you devote hrs/week-7-carwash Sunshine on MIssouri-1430sMissouri Ave Clearwater FL 33756-Owner-not Invt rel-appx number of hours/month you devote hrs/week-7-carwash

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-02-09
  • S63 Uniform Securities Agent State Law Examination
    2012-02-09
Designations

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