TS
Tilden L. Sowdon
SIMPLICITY WEALTH
Longwood, FL 32750
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CRD#: 2654974
TS
Professional summary
Tilden Lester Sowdon, CLU®, who also goes by Til Sowdon, is a registered financial advisor currently at SIMPLICITY WEALTH located in Longwood, Florida.
Tilden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Tilden has worked at 13 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Til Sowdon
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) LEGACY FINANCIAL ADVISORS; NOT INVESTMENT RELATED; 1855 W STATE ROAD 434 SUITE 272 LONGWOOD FL 32750; SALE OF LIFE, HEALTH, FIXED ANNUITIES; PRESIDENT; START DATE: 10/01/1998; 100 HOURS PER MONTH(75 HOURS DURING TRADING HOURS) 2)INSURANCE OFFICE OF AMERICA; NOT INVESTMENT RELATED; 1855 W STATE ROAD 434 LONGWOOD, FL 32750; FIXED INSURANCE SALES; ASSET PROTECTION SPECIALIST; START DATE: 10/01/2011; 100 HOURS PER MONTH(75 HOURS DURING TRADING HOURS) RECEIVE REFERRALS FOR INDIVIDUAL LIFE AND HEALTH INSURANCE PROSPECTS. SALE OF HEALTH ANNUITY, LIFE PRODUCTS ALSO WANT TO INCLUDE INDEXED ANNUITIES. 3)LESTER GROUP POSITION: stockholder NATURE: The Lester Group is a diverse company offering contractor and retail based home centers, rental properties and real estate, and forest products in Virginia, North Carolina, and West Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 101 Commonwealth Blvd E, Martinsville VA 24112, United States DESCRIPTION: None 4)LESTER DEVELOPMENT POSITION: Stockholder NATURE: The Lester Development, a sister company of Lester Group,is a Commonwealth of Virginia corporation engaged in the construction,development, and rental of real estate located in North Carolina, Virginia and West Virginia. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 101 Commonwealth Blvd E, Martinsville VA 24112, United States DESCRIPTION: None 5)BOARD OF DIRECTOR - LESTER DEVELOPMENT CORPORATION POSITION: Board of Director NATURE: Real Estate development of commercial and residential properties as part of The Lester Group INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2021 ADDRESS: 101 Commonwealth Blvd E, Martinsville VA 24112, United States DESCRIPTION: Review of company management's performance and outlook for future growth and challenges related to that growth. 6)THE ASSOCIATION OF FINANCIAL CONSULTANTS, Is Not Investment Related,, "An IRS approved 501c3 nonprofit with a mission to provide financial solutions, analysis and counseling in a non-selling environment.", Member, 2022-02-15, 10 hours per month, 10 hours per month during trading hours, No Compensation. "Present compliance approved workshops on Social Security and to help attendees and other referred individuals figure out if they have enough to retire now, what changes they might need to make, how much to save, what types of accounts to use (such as funding Roth IRAs or 401ks or Traditional IRAs or 401ks), and what mistakes to avoid. All material to use has been compliance approved."
CRS (Client Relationship Summary) - RIA
Click below to view Tilden Lester Sowdon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 18, 2025 - Present
SIMPLICITY WEALTH
Office #1: 1855 W State Road 434 Suite 272, Longwood, FL 32750RIA
CRD#: 300572
Longwood, FL
Past
May 16, 2023 - February 14, 2025
LIFEPRO ASSET MANAGEMENT
RIA
CRD#: 285252
Longwood, FL
Past
March 21, 2018 - May 4, 2023
GWN SECURITIES INC.
RIA
CRD#: 128929
LONGWOOD, FL
Past
March 19, 2018 - May 4, 2023
GWN SECURITIES INC.
BD
CRD#: 128929
LONGWOOD, FL
Past
March 8, 2012 - March 28, 2018
ON INVESTMENT MANAGEMENT CO
RIA
CRD#: 105662
LONGWOOD, FL
Past
February 9, 2012 - March 28, 2018
THE O.N. EQUITY SALES COMPANY
BD
CRD#: 2936
LONGWOOD, FL
Past
December 1, 2007 - February 10, 2012
BROOKSTONE SECURITIES, INC.
RIA
CRD#: 13366
ORLANDO, FL
Past
November 29, 2007 - February 10, 2012
BROOKSTONE SECURITIES, INC.
BD
CRD#: 13366
ORLANDO, FL
Past
July 30, 2007 - November 27, 2007
CETERA ADVISORS LLC
RIA
CRD#: 10299
ORLANDO, FL
Past
July 18, 2007 - November 27, 2007
CETERA ADVISORS LLC
BD
CRD#: 10299
ORLANDO, FL
Past
July 10, 2001 - July 19, 2007
LEGACY ADVISORY SERVICES, INC.
RIA
CRD#: 111027
ORLANDO, FL
Past
December 6, 2000 - July 18, 2007
LEGACY FINANCIAL SERVICES, INC.
BD
CRD#: 38697
ORLANDO, FL
Past
June 20, 2000 - November 30, 2000
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
BIRMINGHAM, AL
Past
March 22, 2000 - June 13, 2000
1ST DISCOUNT BROKERAGE, INC.
BD
CRD#: 39164
LAKE WORTH, FL
Past
July 21, 1999 - March 1, 2000
LOCUST STREET SECURITIES, INC.
BD
CRD#: 1703
DES MOINES, IA
Past
September 8, 1995 - October 16, 1997
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SIMPLICITY WEALTH
1ST CHOICE WEALTH | ZARA FINANCIAL GROUP | YAMAN FINANCIAL GROUP | WGD WEALTH MANAGEMENT | WEALTH FOR LIFE | WARD & ASSOCIATES FINANCIAL GROUP | WARD & ASSOCIATES | VOGEL RETIREMENT SOLUTIONS | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UFC WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | SUMMIT WEALTH DESIGNS | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIRE PRO | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | MONETA WEALTH MANAGEMENT | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | LRM RETIREMENT | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JCHRISTOPHER ADVISORS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HOFFMAN WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUIT ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | EPERSONAL FINANCIAL | ELITE FINANCIAL PLANNING SERVICES LLC | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CHEVALIER WEALTH AND ASSOCIATES | CATHURES WEALTH | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS
CRD#: 300572 / SEC#: 801-114798
RIA
Registered Investment Advisory firm - (3/11/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SIMPLICITY WEALTH
1ST CHOICE WEALTH | ZARA FINANCIAL GROUP | YAMAN FINANCIAL GROUP | WGD WEALTH MANAGEMENT | WEALTH FOR LIFE | WARD & ASSOCIATES FINANCIAL GROUP | WARD & ASSOCIATES | VOGEL RETIREMENT SOLUTIONS | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UFC WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | SUMMIT WEALTH DESIGNS | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIRE PRO | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | MONETA WEALTH MANAGEMENT | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | LRM RETIREMENT | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JCHRISTOPHER ADVISORS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HOFFMAN WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUIT ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | EPERSONAL FINANCIAL | ELITE FINANCIAL PLANNING SERVICES LLC | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CHEVALIER WEALTH AND ASSOCIATES | CATHURES WEALTH | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS
CRD#: 300572 / SEC#: 801-114798
RIA
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Contact information
Main Address
475 Springfield Ave. Suite #1, Summit, NJ 07901
Mailing Address
Phone number
(844) 220-8326
Established
Firm type
Fiscal year end
# of Employees
242
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,573 |
| AUM (Assets Under Management) | $ 3,598,410,848 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SIMPLICITY WEALTH
CRD#: 300572Longwood, FL 32750TRUST BUT VERIFY
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