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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-13 |
Branch Locations
11512 El Camino Real Suite 100, San Diego, CA 92130 • United States
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 |
|---|---|---|---|---|
| Lifepro Financial Services | San Diego | CA | 01/2007 | 02/2025 |
| Lifepro Asset Management | San Diego | CA | 02/2017 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
| Simplicity Group | San Diego | CA | 02/2025 | Present |
Simplicity San Diego; Investment related; 11512 El Camino Real, Suite 100 San Diego, CA 92130; Insurance Sales, 02/2025; Approximately 0 hours per month before and during trading hours. Brian Robert Manderscheid; Investment related; 11512 El Camino Real, Suite 100 San Diego, CA 92130; Insurance Sales, 02/2025 Approximately 0 hours per month before and during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-12 |
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