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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-30 |
Branch Locations
515 North Flagler Drive Suite 350, West Palm Beach, FL 33401 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2018 | 04/2023 |
| Penn Mutual Life Insurance Company | Horsham | PA | 04/2023 | 04/2025 |
| Hornor, Townsend, & Kent Llc | Boca Raton | FL | 04/2023 | 04/2025 |
| Rh Capital - Advisors Excell | Federal Way | WA | 04/2025 | Present |
| Florida Financial Insurance Agency | Boca Raton | FL | 05/2025 | Present |
| Modern Edge Capital Llc | West Palm Beach | FL | 05/2025 | Present |
| Pro-Medical | Wellington | FL | 09/2014 | 01/2017 |
| Simplicity Wealth | Summit | NJ | 05/2025 | Present |
| Northwestern Mutual Investment Services Llc | West Palm Bch | FL | 12/2017 | 04/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2017 | 04/2023 |
Insurmark - Simplicity Group; Investment Related, No; Registered Insurance Agent; 820 Gessner Road, Suite 970 Houston, Texas 77024; Hours per month during trading hours20; Description, Selling Fixed index annuity and life insurance products; Start Date 02/03/2025. Florida Financial Insurance Agency; Investment Related, No; Registered Insurance Agent; 433 Plaza Real, Suite 335 Boca Raton, FL 33432; Hours per month during trading hours, 4; Description, insurance sales; Start Date 05/07/2025. Uber Technologies; Investment Related, No; Uber Driver - Independent Contractor; 12600 Shorline Drive, Boca Raton FL 33434; Hours per month during trading hours 0, outside trading hours, 20; Transportation services; Start Date 06/28/2022. Synergy College Funding Consultants; Investment Related, No; College Planner; 2040 Greenview Shores Blvd #215, Wellington, Fl, 33414; Hours per month during trading hours, 0; outside trading hours, 4; Description; College Planning; Start Date 12/23/2023. The Smart Business Owner Podcast; Investment Related, Yes; Podcaster; 2040 Greenview Shores Blvd #215, Wellington, Fl, 33414; Hours per month during trading hours, 0; outside trading hours, 4; Description, Podcasting; Start date 02/12/2025. Healthier Confident Now LLC; Investment Related, No; Owner; 2040 Greenview Shores Blvd #215, Wellington, Fl, 33414; Hours per month during trading hours, 0; outside trading hours, 1; Description, the sale of health and wellness products; Start Date 11/08/2019. Modern Edge Capital LLC, Investment Related, No; Registered Insurance Agent; 2040 Greenview Shores Blvd #215, Wellington, Fl, 33414; Hours per month, 20; Description, Insurance Sales; Start Date 04/15/2025. RH Capital - Advisors Excell; Investment Related, No; Registered Insurance Agent; 33400 9th Ave. S. Suite #104, Federal Way, WA. 98003; Hours per month 3; Start Date 04/15/2025. Authored the book The Secrets of Becoming Tax-Efficient in Retirement and Creating Guaranteed Income For Life, which is currently available for sale on Amazon. The book provides general financial education on tax-efficient retirement planning and strategies for generating lifetime income. This involvement includes writing, occasional updates, and limited promotional activities. I receive royalties from book sales. 12/16/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-17 |
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