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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-18
  • FL RA
    APPROVED
    Since 2025-12-18

Branch Locations

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

Lake Worth, 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
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
  • 05/2017 → 11/2017
    Unemployed
    Royal Palm Beach, FL
  • 08/2012 → 05/2017
    University Of Missouri
    Columbia, MO
  • 11/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 11/2017 → 07/2025
    New York, NY
  • 07/2025 → Present
    Simplicity Investments
    Summit, NJ
  • 01/2017 → Present
    Generational Wealth Team
    Lake Worth, FL
  • 12/2025 → Present
    Summit, NJ
Previous Registrations
  • 2021-08-10 → 2025-07-15
    Royal Palm Beach, FL
    Boca Raton, FL
    Boca Raton, FL
    Lake Worth, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-03
  • S66 Uniform Combined State Law Examination
    2021-08-03
Other Names
  • Travis Morrison
  • Travis Eric Morrison

View on SEC IAPD

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