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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-08 |
| TX | RA | APPROVED | 2023-06-02 |
Branch Locations
Colorado Springs, CO • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trinity Oaks Mortgage | Red Oak | TX | 04/2016 | 02/2020 |
| Abundant Living | Midlothian | TX | 02/2020 | 02/2025 |
| Simplicity Wealth | Summit | NJ | 05/2023 | Present |
| Franklin Henley Financial | Colorado Springs | CO | 02/2025 | Present |
| Alcg1,Llc | Midlothian | TX | 03/2025 | Present |
| Abundant Living Life And Annuity | Colorado Springs | CO | 02/2020 | Present |
Abundant Living Life and Annuity; Owner; Investment related: Yes; 1463 Lookout Springs, Colorado Springs CO 76065; Insurance Agency; Duties: Insurance and annuity sales; 2020-02-28; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 120; Ted F. Henley; Insurance Agent; Investment related: Yes; 1463 Lookout Springs, Colorado Springs CO 76065; Insurance Agency; Duties: Registered Insurance agent; 2020-02-28; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 120; ALCG1 LLC-Member-Not Investment related-1651 Pepper Tree Lane Midlothian TX 76065 -Member-03/18/2025-This LLC has been formed to perform as a Right at Home franchise owner. This business assists adults that need help with care including light house cleaning, personal care, assistance with shopping, and traveling to doctors appointments, along with other non-medical needs. We will have a side to the business that performs additional medical services as directed by the staff R.N.. My responsibilities include general operation oversight and sales. 200 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
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