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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-07-04 |
| TX | RA | APPROVED | 2026-07-02 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
4265 W Versailles Rd, Piqua, OH 45356 • United States
Piqua, OH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-01-04 |
| TX | RA | APPROVED | 2016-01-04 |
Branch Locations
655 Metro Place South Suite 600, Dublin, OH 43017 • United States
Piqua, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wellness Financial Consulting | Lewis Center | OH | 11/2002 | 12/2025 |
| Assurance Tax And Business Services | Lewis Center | OH | 11/2008 | Present |
| Wellness Investment Advisers Llc | Piqua | OH | 01/2016 | Present |
| Wellness Investment Advisers Llc | Piqua | OH | 06/2015 | Present |
| Outlook Financial Center, Llc | Piqua | OH | 11/2016 | Present |
| Ohio Financial Center | Fletcher | OH | 12/2014 | 12/2016 |
| Simplicity Wealth | Summit | NJ | 07/2026 | Present |
Outlook Financial Center, LLC; Investment related: Yes; Address: 4265 W Versailles Rd, Piqua, OH 45356; Nature of business: CEO/Insurance Sales; Start date: 11/2016; Approximate hours per month: 100 Approx; Duties: Life insurance and annuity sales; financial planning Robert Vance Burnette, LLC; Investment related: Yes; Address: 4265 W Versailles Rd, Piqua, OH 45356; Nature of business: CEO/Registered Insurance Agent; Start date: 11/2016; Approximate hours per month: 100 Approx; Duties: Life insurance and annuity sales; financial planning. Assurance Tax and Business Services; Investment related: Yes; Address: 4265 W Versailles Rd, Piqua, OH 45356; Nature of business: Owner; Start date: 11/2008 Approximate hours per month: 40 Approx. hours during securities trading: 0; Duties: Tax return preparation. Wellness Investment Advisers LLC; Investment related: Yes; Address: 4265 W Versailles Rd, Piqua, OH 45356; Nature of business: Member; Start date: 11/2008 Approximate hours per month: 120 Approx. hours during securities trading: 0; Manage investment accounts for clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-10-25 |
| S65 | Uniform Investment Adviser Law Examination | 2004-05-21 |
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