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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-09-13 |
Branch Locations
103 Schelter Rd Suite 10, Lincolnshire, IL 60004 • 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, Inc. | Lincolnshire | IL | 01/2022 | 09/2024 |
| Red Coat Farm | Hawthorn Woods | IL | 01/2016 | 12/2021 |
| Simplicity Wealth | Summit | NJ | 09/2024 | Present |
| Simplicity Group | Summit | NJ | 06/2025 | Present |
Simplicity Group, no, 475 Springfield Ave. Summit NJ 07901, Life Insurance Producer, 6/11/2025, 5, Presenting insurance quotes to clients and selling insurance to clients when necessary. This would be in tandem with my role as a Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-28 |
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