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Leslie Kathryn Hollingsworth

Simplicity Wealth

Huntsville, AL

Summit, NJ

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-02-12
  • AL RA
    APPROVED
    Since 2026-02-12

Branch Locations

150 West Park Loop Suite 105, Huntsville, AL 35806 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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
Federal Employee Benefits Assistance Agency Gadsden AL 12/2005 02/2020
Penn Mutual Life Ins Co Horsham PA 03/2018 11/2018
Hornor Townsend & Kent Inc Horsham PA 03/2018 11/2018
Sagepoint Financial, Inc. Birmingham AL 03/2020 06/2021
Amerilife Birmingham AL 03/2020 06/2021
Brookstone Capital Management Wheaton IL 02/2022 12/2022
Bedrock Financial Services Scottsdale AZ 06/2021 02/2022
Innovation Partners, Llc Charlotte NC 03/2022 12/2022
Ip Financial Advisory Services Llc Charlotte NC 06/2022 12/2022
Gradient Advisors Llc Arden Hills MN 12/2022 01/2026
Primemax Mortgage Rainbow City AL 10/2022 12/2022
Simplicity Wealth Summit NJ 02/2026 Present
Wealth Management Of America Huntsville NJ 02/2026 Present
Insurance Service Of America Llc Huntsville AL 01/2013 Present
Federal Educators Of America Llc - Ffeba Tarpon Springs FL 01/2005 Present
  • 12/2005 → 02/2020
    Federal Employee Benefits Assistance Agency
    Gadsden, AL
  • 03/2018 → 11/2018
    Penn Mutual Life Ins Co
    Horsham, PA
  • 03/2018 → 11/2018
    Hornor Townsend & Kent Inc
    Horsham, PA
  • 03/2020 → 06/2021
    Sagepoint Financial, Inc.
    Birmingham, AL
  • 03/2020 → 06/2021
    Amerilife
    Birmingham, AL
  • 02/2022 → 12/2022
    Brookstone Capital Management
    Wheaton, IL
  • 06/2021 → 02/2022
    Bedrock Financial Services
    Scottsdale, AZ
  • 03/2022 → 12/2022
    Innovation Partners, Llc
    Charlotte, NC
  • 06/2022 → 12/2022
    Charlotte, NC
  • 12/2022 → 01/2026
    Arden Hills, MN
  • 10/2022 → 12/2022
    Primemax Mortgage
    Rainbow City, AL
  • 02/2026 → Present
    Summit, NJ
  • 02/2026 → Present
    Wealth Management Of America
    Huntsville, NJ
  • 01/2013 → Present
    Insurance Service Of America Llc
    Huntsville, AL
  • 01/2005 → Present
    Federal Educators Of America Llc - Ffeba
    Tarpon Springs, FL
Previous Registrations
Other Businesses

Leslie Kathryn Hollingsworth; investment-related-Yes;106 Heatherspring Ct, Huntsville AL 35806; Registered Insurance Agent; 01/2013;20 hrs/month devoted; 20 hrs during outside trading hours. Insurance Sales Wealth Management of America; investment-related-Yes;106 Heatherspring Ct, Huntsville AL 35806; Owner; 01/2026;20 hrs/month devoted; 20 hrs during outside trading hours. Insurance Service of America LLC; investment-related-No;106 Heatherspring Ct, Huntsville AL 35806; Insurance Sales/ Owner; 01/2013; 20 hrs/month devoted; 20 hrs during outside trading hours. Insurance sales The Federation of Federal Employee Benefit Advocacy (FFEBA); ; investment-related-No; 905 E Martin Luther King Jr Dr Ste 635 Tarpon Springs, FL 34689; Federal Retirement Consultant; 01/2005;15 hrs/month devoted; No-cost, no-obligation educational workshops presenting the most current information on FERS/CSRS, Thrift Savings Plan, FEGLI, Social Security and related retirement-planning topics. Webinars and seminars for Fed Employees on their benefits; not investment related. Leslie Kathryn Hollingsworth; investment-related- no; Holds an active mortgage loan originator license 212553; 01/2015, not currently sponsored and not engaging in mortgage origination activity. 0 hrs/month devoted; 0 hrs during outside trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-01
S63 Uniform Securities Agent State Law Examination 2018-03-26
  • S65 Uniform Investment Adviser Law Examination
    2021-09-01
  • S63 Uniform Securities Agent State Law Examination
    2018-03-26

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