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Steven Scott Simpson

Coastedge Partners, LLC

San Diego, CA

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Current Employers
Coastedge Partners, Llc

4655 Executive Drive Suite 325, San Diego, CA 92121 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-01-04
TX RA APPROVED 2017-01-04
  • CA RA
    APPROVED
    Since 2017-01-04
  • TX RA
    APPROVED
    Since 2017-01-04

Branch Locations

4655 Executive Drive Suite 325, San Diego, CA 92121 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gurtin Fixed Income Management, Llc Solana Beach CA 01/2008 09/2016
Coastedge Partners, Llc La Jolla CA 01/2017 Present
Self Employed Solana Beach CA 09/2016 01/2017
  • 01/2008 → 09/2016
    Gurtin Fixed Income Management, Llc
    Solana Beach, CA
  • 01/2017 → Present
    Coastedge Partners, Llc
    La Jolla, CA
  • 09/2016 → 01/2017
    Self Employed
    Solana Beach, CA
Previous Registrations
  • 2008-02-01 → 2017-01-03
    Gurtin Municipal Bond Management
    Solana Beach, CA
  • 2007-04-02 → 2008-02-07
    Morgan Stanley & Co. Llc
    Rancho Sante Fe, CA
  • 2003-10-01 → 2007-04-02
    Morgan Stanley Dw Inc.
    Rancho Sante Fe, CA
    Rancho Santa Fe, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-08-22
  • S66 Uniform Combined State Law Examination
    2003-08-22
Other Names
  • Steven Simpson

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
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CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
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