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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-22 |
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