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

Aug 1, 1990earliest registration or exam on IAPD

Years in industry

36derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Feb 9, 2012

First registration

Nov 2, 2021

Dual registered

yes, broker-dealer

IAPD individual key

1346702

• Occurred

  Sep 6, 2023
  Advisor changed firm

  Vincent Munno left Mutual Trust Asset Mgmt., Inc. for Simplicity Wealth (registered 2026-01-06)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:184b48a0-fde2-e828-b218-3c8b2c87d282

First observed

Nov 2, 2021

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.