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Advisor at SIMPLICITY WEALTH
SUMMIT, NJ | Minneapolis, MN
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 | Apr 24, 2023 | n/a | yes | SUMMIT, NJ|Minneapolis, MN | Current employment |
| KINETIC INVESTMENT MANAGEMENT, INC. | Independent wealth | Jul 19, 2021 | Apr 13, 2023 | no | LOS ANGELES, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| KINETIC INVESTMENT MANAGEMENT, INC. | SIMPLICITY WEALTH | Apr 13, 2023 | Apr 24, 2023 | 11 | Firm change | RIA to RIA |