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Zachary Williams

Simplicity Wealth

Summit, NJ

Atlanta, GA

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Current Employers
Simplicity Wealth

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-10-01
  • GA RA
    APPROVED
    Since 2025-10-01

Branch Locations

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

5 Concourse Parkway Suite 3000, Atlanta, GA 30328 • 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
Vontier Atlanta GA 05/2023 04/2024
Honeywell Atlanta GA 05/2020 05/2023
Ecg Management Consultants Atlanta GA 07/2019 05/2020
Cancer Treatment Centers Of America Boca Raton FL 07/2016 07/2019
Brookstone Capital Management Wheaton IL 04/2024 09/2025
Simplicity Wealth Summit NJ 09/2025 Present
Fairway Financial Partners Brookhaven GA 09/2025 Present
Simplicity Group Summit NJ 08/2025 Present
  • 05/2023 → 04/2024
    Vontier
    Atlanta, GA
  • 05/2020 → 05/2023
    Honeywell
    Atlanta, GA
  • 07/2019 → 05/2020
    Ecg Management Consultants
    Atlanta, GA
  • 07/2016 → 07/2019
    Cancer Treatment Centers Of America
    Boca Raton, FL
  • 04/2024 → 09/2025
    Brookstone Capital Management
    Wheaton, IL
  • 09/2025 → Present
    Summit, NJ
  • 09/2025 → Present
    Fairway Financial Partners
    Brookhaven, GA
  • 08/2025 → Present
    Simplicity Group
    Summit, NJ
Previous Registrations
Other Businesses

Zachary Williams; investment-related; 3499 Sunderland Circle NE Brookhaven GA 30319; Investment Advisor Representative / Registered Insurance Agent; 08/01/2025 ,approximate number of hours/month you devote to the other business during and before trading hours-80, insurance and annuity sales. Fairway Financial Partners; investment-related; 3499 Sunderland Circle NE Brookhaven GA 30319; Co-Owner/Insurance Sales; 08/01/2025 ,approximate number of hours/month you devote to the other business during and before trading hours-80, insurance and annuity sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-22
  • S65 Uniform Investment Adviser Law Examination
    2023-12-22

View on SEC IAPD

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