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Reading the graph
Advisor at SIMPLICITY WEALTH
SUMMIT, NJ | Melbourne, FL
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 | Jan 6, 2026 | n/a | yes | SUMMIT, NJ|Melbourne, FL | Current employment |
| ADVOCATE WEALTH SOLUTIONS | State registered | Jun 20, 2024 | Jul 24, 2024 | no | DUBLIN, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVOCATE WEALTH SOLUTIONS | SIMPLICITY WEALTH | Jul 24, 2024 | Jan 6, 2026 | 531 | Firm change after gap | Other |