MARGOLIES JARED LANCE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. MARGOLIES JARED LANCE appears on 2 filing roles across Form ADV (2).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | SIMPLICITY WEALTH LLC | CHIEF COMPLIANCE OFFICER | SUMMIT, NJ |
| — | Form ADV | SIMPLICITY SOLUTIONS, LLC | CHIEF COMPLIANCE OFFICER | MINNEAPOLIS, MN |