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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-18 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Lake Worth, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Royal Palm Beach | FL | 05/2017 | 11/2017 |
| University Of Missouri | Columbia | MO | 08/2012 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 11/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 11/2017 | 07/2025 |
| Simplicity Investments | Summit | NJ | 07/2025 | Present |
| Generational Wealth Team | Lake Worth | FL | 01/2017 | Present |
| Simplicity Wealth | Summit | NJ | 12/2025 | Present |
Travis Morrison; not investment related; 4411 Melvin Rd Lake Worth FL 33461; Registered Insurance Agent; 07/2025; the approximate number of hours/month you devote to the other during business trading hours 100; Insurance sales. Generational Wealth Team; not investment related; 4411 Melvin Rd Lake Worth FL 33461; Insurance Sales; 01/2025; the approximate number of hours/month you devote to the other during business trading hours 100; Insurance sales. Simplicity Investments; not investment related; 475 Springfield Avenue Summit, New Jersey 07901 ; Registered Representative; 07/2025; the approximate number of hours/month you devote to the other during business trading hours 100; Insurance sales. The Morrison Company; not investment related; 4411 Melvin Rd Lake Worth FL 33461; Investment Rental Property; 08/2020; the approximate number of hours/month you devote to the other during business trading hours 20; Managing rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-03 |
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