Michael Grant Simpton

Employer firm

Parkstone Wealth Management, LLC CRD 168253

$211M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → Present
  Parkstone Wealth Management, Llc
  Arlington, TX

Previous Registrations

• 2013-09-03 → 2016-01-05
  Spc
  San Antonio, TX
  Ann Arbor, MI
  San Antonio, TX
• 2012-09-28 → 2013-08-30
  Alamo Asset Advisors
  San Antonio, TX

Other Businesses

SELL LIFE INSURANCE THROUGH VARIOUS INSURANCE COMPANIES 4806 PURDUE LLP - LIMITED PARTNER IN A RENTAL HOUSE - RECEIVE PASSIVE K-1 INCOME NEW LLC - EQUIPMENT LEASING COMPANY. I WILL BE A LIMITED PARTNER - EXPECT TO RECEIVE PASSIVE INCOME FROM THE LEASE PAYMENTS COLLECTED. 25% OWNERSHIP WITH FAMILY (PARENTS AND SPOUSE) OWNING OTHER 75% OF PARTNERSHIP. FATHER WILL BE THE GP, I DONT EXPECT THIS TO REQUIRE MORE THAN AN HOUR A WEEK OF MY TIME. MPMD TRANSPORT, LLC; FREIGHT TRANSPORTION; PARTNER; DUTIES INCLUDE, COMPANY TREASURER; START DATE: 11/2014; 2 HRS/MO; NONE DURING MARKET HOURS; NON-INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-03
• S63 Uniform Securities Agent State Law Examination
  2002-01-07

Designations

• Certified Financial Planner