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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-01 |
| CA | RA | APPROVED | 2024-07-31 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| David A. Simpson, Inc. | Tracy | CA | 08/1989 | Present |
| Independent Financial Group | San Diego | CA | 11/2008 | 07/2024 |
| Lpl Financial Llc | Tracy | CA | 07/2024 | Present |
1)07/26/2024- David A. Simpson Inc.-Tax Prep/Accounting/CPA-Tax Prep and bookkeeping-Inv Related-At Tracy, CA-Start date 12/01/1983-45hrs/mth 2) 07/22/2024-David A Simpson-Real Estate Rental-Inv Related-At Tracy, CA-Start date 05/01/2000-5hrs.mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-16 |
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