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Robert Okumu-Mccarron

Simplicity Wealth

Summit, NJ

Nashua, NH

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-02
  • NH RA
    APPROVED
    Since 2025-05-02

Branch Locations

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

20 Trafalgar Square Suite 411, Nashua, NH 03063 • 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
Gwfs Equities Andover MA 04/2018 07/2024
Eire Electric Stoughton MA 06/2017 02/2018
School Nashua NH 12/2017 03/2018
Coach In Zambia Foundation Livingstone 01/2011 Present
Granite Rock Wealth Management Manchester NH 01/2024 Present
Simplicity Wealth Summit NJ 03/2025 Present
  • 04/2018 → 07/2024
    Gwfs Equities
    Andover, MA
  • 06/2017 → 02/2018
    Eire Electric
    Stoughton, MA
  • 12/2017 → 03/2018
    School
    Nashua, NH
  • 01/2011 → Present
    Coach In Zambia Foundation
    Livingstone
  • 01/2024 → Present
    Granite Rock Wealth Management
    Manchester, NH
  • 03/2025 → Present
    Summit, NJ
Previous Registrations
Other Businesses

1) The Coach in Zambia Foundation / Director / Not investment related / Start date: 1/2011 / No hours devoted during trading hours / Follow-up on projects, communicate with program beneficiaries and get updates on how they are performing at their respective schools or jobs, organize form a high level perspective sports tournaments in conjunction with other non-profits to educate the program beneficiaries on social issues, fundraise for project activities, market the organization. 2) Game Plan Sports / Board Member/Director /not investment related/ start date: 12/2020- Present/ No hours devoted during trading hours/Fundraising, project coordination, voting on budgets. Nonprofit youth sports organization. Sit on board, vote on action items presented at meetings, fundraising, spreading awareness, coaching youth in sports. 3) Uber Technologies, Inc. / Driver / Not investment related / Start date: [03/2025] / Hours per month; 60; Trading hours; 0 / Provide transportation services to passengers through the Uber platform, ensure timely and safe rides, maintain vehicle cleanliness and functionality, manage customer interactions, and comply with local transportation regulations.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-30
S63 Uniform Securities Agent State Law Examination 2018-05-09
  • S66 Uniform Combined State Law Examination
    2020-09-30
  • S63 Uniform Securities Agent State Law Examination
    2018-05-09
Other Names
  • Robert Mccarron
  • Robert John Mccarron

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