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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-06 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
639 Carle Ave, Lewis Center, OH 43035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Navy | Jacksonville | FL | 01/2012 | 03/2019 |
| Snake River Koa | Jackson | WY | 09/2020 | 10/2020 |
| United States Naval Reserves | Jacksonville | FL | 04/2019 | Present |
| Eaton Financial Holdings Company, Llc | Coral Springs | FL | 03/2023 | 11/2023 |
| Verity Asset Management | Durham | NC | 12/2023 | 07/2026 |
| Simplicity Wealth | Summit | NJ | 07/2026 | Present |
Harris Brothers of Florida, LLC. DBA Wish Clips; Not investment-related; Coconut Creek, FL; Consumer/Retail products; Owner; Manager; 05/2023; 4 hours per month; 0 during market hours; Oversee operations and finances. Deploying Capital; No investment-related; Raleigh, NC; Financial education website; Sole proprietor; Manager; 07/2023; 10 hours per month; 0 during market hours; Create & market financial education for military community. Logan Richard Harris; investment related; 639 Carle Ave, Lewis Center, OH, 43035; 0/30/2024; Registered Insurance Agent; number of hours you devote to the other business during securities trading hours 16; Licensed insurance producer offering insurance products, primarily annuities and life insurance. Activity involves evaluating client needs and recommending potentially appropriate policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-08 |
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