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1901 Roxborough Road Suite 101, Charlotte, NC 28211-3482 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-13 |
| NC | RA | APPROVED | 2018-01-02 |
Branch Locations
1901 Roxborough Road Suite 101, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alan R. Simpson, Jr. Cpa | Charlotte | NC | 01/1988 | Present |
| Signator Investors, Inc. | Charlotte | NC | 05/2016 | 12/2017 |
| Colville Wealth Advisory, Llc | Charlotte | NC | 01/2018 | Present |
1)ALAN R. SIMPSON, JR. CPA, 1901 ROXBOROUGH ROAD, STE 101, CHARLOTTE, NC, SOLE PROPRIETOR, CPA PROVIDING TAX AND BUSINESS ADVISORY SERVICES, NOT INV-REL, 150 HRS/MO 2)ALAN SIMPSON REALTY, 827 COLVILLE RD, CHARLOTTE, NC, SOLE PROPRIETOR/REALTOR, NOT INVESTMENT-RELATED, 1 HR/MO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-15 |
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