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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-27 |
Branch Locations
500 Congaree Rd Unit 4117, Greenville , SC 29607 • United States
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 |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Chesapeake | VA | 05/2017 | 05/2026 |
| Bankers Life Securities, Inc | Chesapeake | VA | 09/2018 | 05/2026 |
| Unemployed | Elizabeth City | NC | 11/2015 | 05/2017 |
| Bankers Life Advisory Services, Inc | Chesapeake | VA | 03/2024 | 05/2026 |
| Unemployed | Shiloh | NC | 06/2026 | 07/2026 |
| Simplicity Wealth | Summit | NJ | 08/2026 | Present |
| Wall Street South Insurance And Wealth Mgmt | Greenville | SC | 08/2026 | Present |
Wall Street South Insurance and Wealth Mgmt; investment related; 500 Congaree Rd unit 4117, Greenville SC 29607; Advisory Services; Insurance Sales; approximate number of hours/month you devote to the other business 80; Use insurance products to satisfy comprehensive retirement and Medicare planning Sean Irvin; investment related; 500 Congaree Rd unit 4117, Greenville SC 29607; Financial Advisor / Registered Insurance Agent; approximate number of hours/month you devote to the other business 80; Use insurance products to satisfy comprehensive retirement and Medicare planning.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-11 |
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