Carly Shimmin

Simplicity Financial Marketing, Inc. operates as an insurance distribution company. It provides annuities, life insurance and other financial products. The company was founded in 2008 and is headquartered in Summit, NJ.

Simplicity Financial Marketing Holdings, Inc. engages in financial products and consulting services. Through its subsidiaries, it provides annuity, life insurance, investment, and retirement solutions to independent insurance professionals, financial advisors, and corresponding clients. The company is headquartered in Summit, NJ.

Simplicity Wealth LLC is a registered investment advisor headquartered in Summit, New Jersey. The firm is principally owned by Simplicity Financial Marketing Holdings, Inc. Simplicity Wealth provides investment advice and/or management supervisory services to individuals, high net worth individuals, defined contribution & defined benefit retirement plans, corporate and institutional investors.

Avesi Partners LLC (Avesi Partners) is a private equity firm founded in 2021. The firm is headquartered in Stamford, Connecticut.

WR Hambrecht & Co. Ventures (WR Hambrecht & Co) is a venture capital subsidiary of WR Hambrecht + Co. LLC founded in 1999 by William Robert Hambrecht and Igor M. Sill. The firm is headquartered in San Francisco, California.

Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US.

National Italian American Foundation (NIAF) provides education and careers to Italian Americans. It provides services through the development of educational programs, advocacy of representation in government, monitoring how Italians and Italian-Americans are depicted in the media and the forging of ties between the United States and Italy. the firm also offers scholarships for Italian-American students and for students emarking on Italian-based studies. NIAF was founded in 1975 and is headquartered at Washington, DC.

BellSouth Telecommunications LLC provides wireless telecommunications services. It also offers wireless telecommunications and U-verse services for Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, and Tennessee. The company was founded on December 19, 1983 and is headquartered in Atlanta, GA.

Sterling Software, Inc. is used to designs, develops, markets, licenses and supports standardized computer software products. The company was headquartered in Dallas, TX.

Part of CME Group, Inc., New York Commodity Exchange is a commodity exchange. The company is based in New York, NY. New York Commodity Exchange was acquired by New York Mercantile Exchange, Inc. on September 21, 1994 for $50 million.

Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals.

Simplicity Solutions LLC is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2009 as Sawtooth Solutions LLC. They were acquired by Simplicity Financial Marketing Holdings, Inc. and has rebranded to Simplicity Solutions LLC in 2021. Simplicity Solutions provides advisory services to other third-party Advisers, which includes investment advisers, brokers/dealers, insurance companies, banks, and trust companies.