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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-01-02 |
| CA | RA | APPROVED | 2024-12-13 |
| TX | RA | APPROVED | 2024-12-10 |
Branch Locations
11512 El Camino Real, Suite 100, San Diego, CA 92130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifepro Asset Management | San Diego | CA | 08/2016 | Present |
| Lifepro Financial Services | San Diego | CA | 05/2016 | Present |
| Simplicity Wealth | San Diego | CA | 11/2024 | Present |
1. LifePro Financial Services, Inc.; investment-related business; 11512 El Camino Real, Suite 100, San Diego, CA 92130; consultation services to non-affiliated advisers for their retirement planning and insurance needs; Managing Director; start date 05/2016; spend approximately 200 hours/month, the majority of which are during security trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-25 |
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