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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
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
11512 El Camino Real Suite 100, San Diego, CA 92130 • 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 |
|---|---|---|---|---|
| Lifepro Asset Management Llc | San Diego | CA | 04/2024 | 02/2025 |
| Carta Inc | Seattle | WA | 06/2019 | 04/2020 |
| Clarius Group | Seattle | WA | 09/2020 | 06/2021 |
| Blackrock Inc | Seattle | WA | 07/2021 | 01/2024 |
| University Of Washington | Seattle | WA | 09/2014 | 03/2019 |
| Unemployed | Seattle | WA | 03/2019 | 06/2019 |
| Unemployed | Seattle | WA | 04/2020 | 09/2020 |
| Unemployed | Seattle | WA | 06/2021 | 07/2021 |
| Unemployed | Seattle | WA | 01/2024 | 04/2024 |
| Simplicity Wealth | Summit | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-21 |
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