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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-10 |
Branch Locations
103 Schelter Rd Suite 10, Lincolnshire, IL 60069 • 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 |
|---|---|---|---|---|
| Ehlert Financial Group | Lincolnshire | IL | 05/2023 | 09/2024 |
| University Of Illinois | Champaign | IL | 09/2022 | 04/2023 |
| Finn Scientific | Batavia | IL | 06/2022 | 08/2022 |
| Univeristy Of Illinois | Champaign | IL | 09/2021 | 05/2022 |
| Tryad Soutions | St. Charles | IL | 05/2021 | 08/2021 |
| University Of Illinois | Champaign | IL | 08/2020 | 04/2021 |
| University Of Minnesota Twin Cities | Minneapolis | MN | 08/2019 | 07/2020 |
| All Star Sports Instruction | St. Charles | IL | 05/2016 | 07/2019 |
| Geneva Community High School | Geneva | IL | 08/2015 | 05/2019 |
| Simplicity Wealth | Summit | NJ | 09/2024 | Present |
| Simplicity Group | Summit | NJ | 07/2025 | Present |
| Protected Tomorrows | Linconshire | IL | 04/2026 | Present |
Simplicity Group; not investment related; 475 Springfield Ave, Summit, NJ 07901; Insurance Sales; 07/31/2025; hours per month during trading hours 20; Presenting and explaining life insurance policies for sale in tandem with my role as financial adviser. Braden Monahan; not investment related; 475 Springfield Ave, Summit, NJ 07901; Registered Insurance Agent; 07/31/2025; hours per month during trading hours 20; Presenting and explaining life insurance policies for sale in tandem with my role as financial adviser.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-26 |
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