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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-30 |
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 |
|---|---|---|---|---|
| Northeast Private Client Group | Florham Park | NJ | 04/2025 | 08/2025 |
| Kearny Bank | Pompton Plaines | NJ | 05/2024 | 04/2025 |
| Streamline Car Wash | Rockaway | NJ | 05/2022 | 05/2024 |
| Northwestern Mutual | Florham Park | NJ | 03/2023 | 05/2023 |
| Rockaway River Country Club | Denville | NJ | 05/2020 | 06/2022 |
| Windlass Restaurant | Jefferson | NJ | 04/2019 | 02/2020 |
| Guardian Life Insurance Company | Florham Park | NJ | 08/2025 | 04/2026 |
| Park Avenue Securities | Florham Park | NJ | 08/2025 | 04/2026 |
| Student | Jefferson | NJ | 08/2015 | 04/2019 |
| Unemployed | Jefferson | NJ | 02/2020 | 05/2020 |
| Simplicity Wealth | Summit | NJ | 07/2026 | Present |
| Unemployed | Summit | NJ | 05/2026 | 06/2026 |
| Simplicity Group | Summit | NJ | 07/2026 | Present |
| Simplicity Investments | Summit | NJ | 07/2026 | Present |
1.) SIMPLICITY GROUP - 7/13/26 - 475 Springfield Avenue, Summit, NJ 07901 - Financial planning consultant, Generating proposals for advisors, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-15 |
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