This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SIMPLICITY WEALTH

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Nov 15, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Nov 15, 2013

First registration

Jan 9, 2014

Dual registered

no

IAPD individual key

6260605

• Occurred

  Feb 7, 2024
  Advisor changed firm

  Timothy Reid Underwood left Growstrong Wealth Strategies for Simplicity Wealth (registered 2024-02-14)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:144be8f3-c5cd-eca2-86e1-2ba1660c1d8c

First observed

Jan 9, 2014

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.