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

Arcie Petty

Simplicity Wealthmixed wealthSummit, Nj IA-onlyIAPD 7083984
Feed of 09/15/2026
At current firm
0 y
since Nov 10, 2025
In the industry
11 y
since Oct 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
  • Simplicity Wealth mixed wealth current
    since Nov 10, 2025 · Summit, Nj
  • Wizest Inc. former
    Aug 3, 2022 to Dec 16, 2025 · Cleveland, Oh
  • Edward Jones national BD
    Jun 4, 2019 to Oct 28, 2019 · Cleveland, Oh
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Arcie Petty left Wizest Inc. for Simplicity Wealth (registered 2025-11-10)
    Dec 16, 2025 · 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
11derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address