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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-05-08
TX RA APPROVED 2023-06-02
  • CO RA
    APPROVED
    Since 2025-05-08
  • TX RA
    APPROVED
    Since 2023-06-02

Branch Locations

Colorado Springs, CO • 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
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
  • 04/2016 → 02/2020
    Trinity Oaks Mortgage
    Red Oak, TX
  • 02/2020 → 02/2025
    Abundant Living
    Midlothian, TX
  • 05/2023 → Present
    Summit, NJ
  • 02/2025 → Present
    Franklin Henley Financial
    Colorado Springs, CO
  • 03/2025 → Present
    Alcg1,Llc
    Midlothian, TX
  • 02/2020 → Present
    Abundant Living Life And Annuity
    Colorado Springs, CO
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-20
  • S65 Uniform Investment Adviser Law Examination
    2023-03-20
Other Names
  • Tj Henley

View on SEC IAPD

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