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Advisor at SIMPLICITY WEALTH
SUMMIT, NJ | Draper, UT
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 | Feb 13, 2025 | n/a | yes | SUMMIT, NJ|Draper, UT | Current employment |
| LIFEPRO ASSET MANAGEMENT | Former SEC adviser | Jun 8, 2017 | Feb 14, 2025 | no | SAN DIEGO, CA|Draper, UT | Previous registration |
| LARKINS INVESTMENT MANAGEMENT, LLC | n/a | Aug 21, 2012 | Jun 21, 2017 | no | DRAPER, UT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LIFEPRO ASSET MANAGEMENT | SIMPLICITY WEALTH | Feb 14, 2025 | Feb 13, 2025 | -1 | Bulk transfer | Other |
| LARKINS INVESTMENT MANAGEMENT, LLC | LIFEPRO ASSET MANAGEMENT | Jun 21, 2017 | Jun 8, 2017 | -13 | Firm change | Other |