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Advisor at SIMPLICITY WEALTH
SUMMIT, NJ | Overland Park, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| SIMPLICITY WEALTH | Mixed wealth | Aug 8, 2025 | n/a | yes | Overland Park, KS|SUMMIT, NJ | Current employment |
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Dec 11, 2020 | Jul 30, 2025 | no | Overland Park, KS|MORRISTOWN, NJ | Previous registration |
| TWO WEST CAPITAL ADVISORS LLC | Institutional manager | Jan 21, 2018 | Dec 11, 2020 | no | Overland Park, KS|OVERLAND PARK, KS|Kansas City, MO | Previous registration |
| MRM GROUP | Former SEC adviser | Aug 3, 2017 | May 10, 2018 | no | Overland Park, KS|ST LOUIS, MO | Previous registration |
| BANKERS & INVESTORS CO. | n/a | Jan 29, 2014 | Mar 6, 2017 | no | KANSAS CITY, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | SIMPLICITY WEALTH | Jul 30, 2025 | Aug 8, 2025 | 9 | Firm change | Ibd to RIA |
| TWO WEST CAPITAL ADVISORS LLC | PRIVATE ADVISOR GROUP, LLC | Dec 11, 2020 | Dec 11, 2020 | 0 | Firm change | Other |
| MRM GROUP | TWO WEST CAPITAL ADVISORS LLC | May 10, 2018 | Jan 21, 2018 | -109 | Firm change after gap | Other |
| BANKERS & INVESTORS CO. | MRM GROUP | Mar 6, 2017 | Aug 3, 2017 | 150 | Firm change | Other |