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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
123 W. Main Street Suite 121, Grand Prairie, TX 75050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ducerus - Grand Prairie | Grand Prairie | TX | 01/2009 | 05/2019 |
| Lifepro Asset Management | Grand Prairie | TX | 11/2017 | 06/2023 |
| Insight College & Financial Solutions | Grand Prairie | TX | 06/2019 | Present |
| Usa Financial Securities | Ada | MI | 06/2023 | 07/2025 |
| Simplicity Wealth | Summit | NJ | 08/2025 | Present |
Insight College & Financial Solutions; Non-Investment Related; 123 W. Main St Suite 121, Grand Prairie, TX 75050; Start Date 01/03/2009. Owner/Director/Insurance Sales. Educate clients on the college admissions/financial aid process; share strategies to maximize scholarships/financial aid as well as strategies for strategically funding their share. Life Insurance products are used in some situations. 120 hours per month devoted during trading hours. Douglas Carlton Bryan; not investment related; 123 W. Main St Suite 121, Grand Prairie, TX 75050; Start Date 01/03/2009; Registered insurance agent/college planner; 120 hours per month devoted during trading hours; insurance sales. Grand Prairie Metro Rotary , Not investment related; 123 W. Main St Ste 121 Grand Prairie TX 75050; Member; 09/01/1991; Civic organization; Hours per month during trading hours 8; a civic organization focused on community service, local and international charitable initiatives, and professional networking. Responsibilities may include attending regular meetings, participating in service projects, fundraising events, and contributing to community improvement efforts. Children First Counseling Center; not investment related; 202 College St, Grand Prairie, TX 75050; Board of Directors; 03/01/2021; hours per month during trading hours 3; Serve on the Board of Directors of a non-profit.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
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