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Billy Worth Briggs

Clear And Simple Financial Group LLC

Allen, TX

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Current Employers
Clear And Simple Financial Group Llc

Allen, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-08-18
  • TX RA
    APPROVED
    Since 2020-08-18

Branch Locations

1809 Hackberry Branch Dr, Allen, TX 75002 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors Inc Allen TX 08/2011 06/2020
Usaa Investment Services Company Addison TX 08/2011 06/2020
Usaa Investment Management Company Allen TX 01/2018 06/2020
Billy Briggs/Level Iii Productions Allen TX 06/2020 Present
Clear And Simple Financial Group, Llc Allen TX 06/2020 Present
Previous Registrations
  • 2018-01-08 → 2020-06-17
    San Antonio, TX
  • 2011-09-13 → 2018-01-08
    Usaa Financial Planning Services
    Addison, TX
    Allen, TX
  • 2011-04-12 → 2011-08-02
    Chase Investment Services Corp.
    Frisco, TX
    Frisco, TX
    Little Elm, TX
Other Businesses

Billy Worth Briggs III is an independent licensed insurance agent. Billy Worth Briggs III is a self-employed musician since 1995. This is unrelated to investment business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-01
S63 Uniform Securities Agent State Law Examination 1999-11-09
  • S65 Uniform Investment Adviser Law Examination
    2011-04-01
  • S63 Uniform Securities Agent State Law Examination
    1999-11-09

View on SEC IAPD

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