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Mary Bellofatto

Simplicity Wealth

Pine Brook, NJ

Summit, NJ

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-07-11
  • NJ RA
    APPROVED
    Since 2023-07-11

Branch Locations

330 Changebridge Rd Suite 101, Pine Brook, NJ 07058 • 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
Blue Line Realty Dba Keller Williams Suburban Real Livingston NJ 05/2023 Present
Roseland Retirement Planning Pine Brook NJ 04/2023 Present
Retire Now Llc Roseland NJ 04/2023 Present
Definitely Organized Llc Roseland NJ 09/2017 10/2024
Organized Transitions Llc Fanwood NJ 01/2020 10/2024
Simplicity Wealth Pine Brook NJ 06/2023 Present
N/A Roseland NJ 06/2013 06/2017
Financial Independence Network Llc Green Village NJ 06/2013 03/2023
Benefit Providers Llc Fairfield NJ 01/2024 Present
  • 05/2023 → Present
    Blue Line Realty Dba Keller Williams Suburban Real
    Livingston, NJ
  • 04/2023 → Present
    Roseland Retirement Planning
    Pine Brook, NJ
  • 04/2023 → Present
    Retire Now Llc
    Roseland, NJ
  • 09/2017 → 10/2024
    Definitely Organized Llc
    Roseland, NJ
  • 01/2020 → 10/2024
    Organized Transitions Llc
    Fanwood, NJ
  • 06/2023 → Present
    Pine Brook, NJ
  • 06/2013 → 06/2017
    N/A
    Roseland, NJ
  • 06/2013 → 03/2023
    Financial Independence Network Llc
    Green Village, NJ
  • 01/2024 → Present
    Benefit Providers Llc
    Fairfield, NJ
Other Businesses

(1) Roseland Retirement Planning; Insurance Representative; investment related: Yes; 330 Changebridge Rd Suite 101 Pine Brook NJ 07058 USA; Duties: insurance product sales; 2023/04/01; Hours per month devoted to business during trading hours: 120; Hours per month devoted to business outside trading hours: 100; Percentage of total yearly compensation expected to be derived from the business: 95; (2) Blue Line Realty DBA Keller Williams Suburban Realty; Realtor; Investment related: No; 4245 Town Center Way Livingston NJ 07039 USA; Real estate sales and rentals; Duties: real estates sales; 2023/05/16; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5; (3) Retire Now LLC; President; Investment related: Yes; 51 Artho Ln Roseland NJ 07068 USA; Duties: insurance product sales; 2023/04/09; Hours per month devoted to business during trading hours: 30; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 95; (4) Benefit Providers LLC; Medicare Sales;Is the business investment related: No; Location of the business: 195 Fairfield Avenue, Suite 3C Fairfield NJ 07006 USA; Description of the business: Health, Medicare Solutions, Dental services; Responsibilities Duties: medicare sales; Start date with business: 2024/01/01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 10;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-17
  • S65 Uniform Investment Adviser Law Examination
    2023-05-17

View on SEC IAPD

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