Inactive

Andrew Martin Lippert

Simplified Wealth LLC

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Current Employers

Simplified Wealth Llc

Greensboro, NC • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2022-03-08

NC RA
APPROVED

Since 2022-03-08

Branch Locations

Greensboro, NC • 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

Organization	City	State	From	To
Fidelity	Covington	KY	01/2012	07/2019
Lpl Financial Llc	Greensboro	NC	07/2019	01/2022
Simplified Wealth Llc	Greensboro	NC	12/2021	Present
Xy Tax Solutions	Greensboro (Remote)	NC	01/2022	05/2022

01/2012 → 07/2019

Fidelity

Covington, KY
07/2019 → 01/2022

Lpl Financial Llc

Greensboro, NC
12/2021 → Present

Simplified Wealth Llc

Greensboro, NC
01/2022 → 05/2022

Xy Tax Solutions

Greensboro (Remote), NC

Previous Registrations

2019-09-12 → 2022-01-11

Lpl Financial Llc

Greensboro, NC
2013-03-12 → 2017-12-19

Strategic Advisers Llc

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-03-07
S63	Uniform Securities Agent State Law Examination	2012-05-09

S66 Uniform Combined State Law Examination

2013-03-07
S63 Uniform Securities Agent State Law Examination

2012-05-09

Designations

View on SEC IAPD

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