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

Oct 1, 1990earliest registration or exam on IAPD

Years in industry

35derivedfrom 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

Chartered Financial Consultant

Exams

S65

First exam

Aug 4, 2020

First registration

Aug 23, 2020

Dual registered

no

IAPD individual key

2180034

• Occurred

  Oct 31, 2023
  Advisor changed firm

  Michael Patrick Kelly left Tucker Asset Management Llc for Simplicity Wealth (registered 2026-04-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bb7e7588-4913-9fb9-2259-c432b4e12241

First observed

Aug 23, 2020

Last observed

Sep 14, 2026 6 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.