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Kevin Patrick Nuber

Simplicity Wealth

Summit, NJ

San Diego, CA

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-13
  • CA RA
    APPROVED
    Since 2025-02-13

Branch Locations

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

11512 El Camino Real Suite 100, San Diego, CA 92130 • 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
Lifepro Financial Services San Diego CA 11/2004 Present
Lifepro Asset Management San Diego CA 02/2017 02/2025
Simplicity Wealth Summit NJ 02/2025 Present
  • 11/2004 → Present
    Lifepro Financial Services
    San Diego, CA
  • 02/2017 → 02/2025
    Lifepro Asset Management
    San Diego, CA
  • 02/2025 → Present
    Simplicity Wealth
    Summit, NJ
Previous Registrations
  • 2017-03-02 → 2025-02-14
    Lifepro Asset Management
    San Diego, CA
Other Businesses

My employer is an insurance marketing agency that sells fixed life insurance and annuity products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-05
  • S65 Uniform Investment Adviser Law Examination
    2016-12-05

View on SEC IAPD

Other Firms

CONCORD MANAGEMENT SERVICES, LLC
CONVERSANT CAPITAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
BIANCO WEALTH ADVISORS LLC
FORZA INVESTMENT GROUP, LP
TSP CAPITAL MANAGEMENT GROUP, LLC
OPPENHEIMER & CO. INC.

Other Investors

Mark B. Lewis
DAVID MORRIS MARGOLIS
KENNETH ALAN FREELUND
Giselle Wright
Matthew James Pejkovic
NICHOLAS ALFRED PISCIOTTI
Anthony Lewis
KRISTINE CHARBONNEAU O'KEEFE

Other Offices

CONCORD MANAGEMENT SERVICES, LLC · SUMMIT, NJ
CONVERSANT CAPITAL LLC · SUMMIT, NJ
J.P. MORGAN SECURITIES LLC · Summit, NJ
WELLS FARGO CLEARING SERVICES, LLC · SUMMIT, NJ
BIANCO WEALTH ADVISORS LLC · SUMMIT, NJ
FORZA INVESTMENT GROUP, LP · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ
TSP CAPITAL MANAGEMENT GROUP, LLC · SUMMIT, NJ

More in Summit, NJ

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