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12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-11 |
Branch Locations
Northfield, NJ • United States
12 Cadillac Dr. Suite 280, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simplicity Wealth | Summit | NJ | 08/2024 | 07/2026 |
| Hr Block | Pleasantville | NJ | 01/1997 | Present |
| Keller Williams Realty | Northfield | NJ | 09/2007 | Present |
| Aon | Egg Harbor Twp. | NJ | 09/2016 | Present |
| Virtue Capital Management, Llc | Northfield | NJ | 08/2026 | Present |
H&R Block; Not investment related, 754 Black Horse Pike Pleasantville New Jersey 08232 Senior Tax Specialist; started 01/03/2025, Hours per month 20; number of hours devoted during securities trading hours 0; Tax preparation. Keller Williams Realty; Not investment related; 802 Tilton Rd Northfield NJ 08225; Real Estate Agent; Started 09/1/2007; approximate number of hours/month devoted to other business 25; number of hours devoted during securities trading hours 10; Real Estate Agent Aon Egg Harbor Twp., NJ Quality Assurance/Insurance Agent Since 09/2016 Not Investment Related Troy James Hines Mobile Notary Not Investment Related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-05 |
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