Nicole Renee Simpson

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2020-06-17

Branch Locations

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

Organization	City	State	From	To
Creative Planning	San Diego	CA	06/2016	10/2018
Medical Leave	Encinitas	CA	10/2018	01/2019
Java Hut	Encinitas	CA	01/2019	07/2019
Four Sublime Attitudes Llc Dba The Financial Healer,	Vista	CA	07/2019	06/2020
Ep Wealth Advisors	Torrance	CA	06/2020	Present

06/2016 → 10/2018

Creative Planning

San Diego, CA
10/2018 → 01/2019

Medical Leave

Encinitas, CA
01/2019 → 07/2019

Java Hut

Encinitas, CA
07/2019 → 06/2020

Four Sublime Attitudes Llc Dba The Financial Healer,

Vista, CA
06/2020 → Present

Ep Wealth Advisors

Torrance, CA

2019-09-23 → 2020-06-04

The Financial Healer

Vista, CA
2016-06-02 → 2018-10-22

Creative Planning

San Diego, CA

Overland Park, KS
2016-04-04 → 2017-08-29

Gupta Wealth Management, Llc

San Diego, CA
2010-08-11 → 2015-01-12

J.P. Morgan Private Wealth Advisors Llc

San Francisco, CA
2010-08-09 → 2010-09-30

First Republic Wealth Advisors, Llc

San Francisco, CA
2009-06-01 → 2010-07-29

Morgan Stanley

San Diego, CA
2008-01-15 → 2009-06-01

Citigroup Global Markets Inc.

San Diego, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-01-11