DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jack Malarik

Simplicity Wealthmixed wealthChardon, Oh IA-onlyIAPD 1222015

Feed of 09/15/2026

At current firm

3 y

since Sep 6, 2023

In the industry

25 y

since Nov 1, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

n/a

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Professional profile: linkedin.com/in/jack-malarik-59b43913reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Simplicity Wealth mixed wealth current
since Sep 6, 2023 · Chardon, Oh
Summit Wealth Partners, LLC independent RIA
Jul 8, 2016 to Aug 23, 2023 · Chardon, Oh
Summit Wealth Partners, LLC former
Oct 26, 2015 to Aug 19, 2016 · Chardon, Oh
Smc Advisory Network, LLC unclassified
Jan 9, 2013 to Mar 26, 2016 · Eastlake, Oh
Cunningham Wealth Management former
Oct 15, 2009 to Jan 9, 2013 · Broadview Heights, Oh
Ssn Advisory, Inc. former
Sep 4, 2003 to Jul 22, 2005 · Willoughby, Oh

Moves

a registration end followed by a registration begin elsewhere

Summit Wealth Partners, LLC to Simplicity Wealth
left Aug 23, 2023, registered Sep 6, 2023 (14 days) · RIA to RIA
Summit Wealth Partners, LLC to Summit Wealth Partners, LLC
left Aug 19, 2016, registered Jul 8, 2016 (-42 days) · channel change inside one enterprise, not a move · moved with a team
Smc Advisory Network, LLC to Summit Wealth Partners, LLC
left Mar 26, 2016, registered Oct 26, 2015 (-152 days) · Other · moved with a team
Cunningham Wealth Management to Smc Advisory Network, LLC
left Jan 9, 2013, registered Jan 9, 2013 (0 days) · Other
Ssn Advisory, Inc. to Cunningham Wealth Management
left Jul 22, 2005, registered Oct 15, 2009 (1546 days) · Other

Signals

Jack Malarik left Summit Wealth Partners, Llc for Simplicity Wealth (registered 2023-09-06)
Aug 23, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address