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Desmond Jermaine Dimond

Investment adviser representative at Simplicity Wealth
11 yearsExperience
2 statesRegistered in
$4.3BFirm assets
7 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Simplicity WealthOct 2026 to now
  2. Maia Wealth, LLCDec 2017 to now
  3. MML Investors Services LLCMar 2015 to Mar 2018
  4. Massmutual Life Insurance CompanyJan 2015 to Mar 2018

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

Simplicity Wealth

Legal name: Simplicity Wealth LLC

$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6283128
Firm CRD
300572
Advisor's SEC record (opens in a new tab)
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