David Bradley Forrest

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 12/2022
  Marciano Wealth Advisors
  King Of Prussia, PA
• 08/2016 → 12/2022
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2018 → 12/2022
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 09/2015 → 12/2022
  Marciano Wealth Advisors
  Berwyn, PA
• 05/2020 → Present
  Doctor Protectors, Llc
  Radnor, PA
• 02/2023 → Present
  Simplicity Wealth
  Summit, NJ
• 02/2023 → Present
  Evergreen Retirement Solutions
  Radnor, PA

Previous Registrations

• 2018-03-16 → 2022-12-31
  Cambridge Investment Research Advisors, Inc.
  Berwyn, PA

Other Businesses

Name: Doctor Protectors, LLC; Investment related; 150 N Radnor Chester Road Suite F 200 Radnor PA 19087; Title-Founder & CEO / Insurance; Start date-05/06/2020 / approximate number of hours/month you devote to the other business-80 hrs/ the number of hours you devote to the other business during securities trading hours-4 hrs/day. Describe duties relating to the other business-Providing Life, Disability, and Long Term Care insurance solutions. On occasion I provide introductions to resources such as a practice financing lenders and/or practice brokers. These introductions may ultimately lead to prospects or clients doing business together with these resources, at which point I may be compensated by a finder's fee. Only engaged in the current employer listed on this form, Doctor Protectors, which provides insurance solutions and advice to physicians and dentists, as well as to affluent individuals. Name: Walnut Farms Homeowners Association; Not Investment related; 119 Connor Dr Roycesford PA 19468; Title-Board Member; Start date-01/01/2015/ approximate number of hours/month you devote to the other business-2hrs/ the number of hours you devote to the other business during securities trading hours-2hrs describe duties relating to the other business- I am not responsible for any financial keeping or budgeting. Simply one of five board members for approving/denying neighborhood change requests and/or concern against the WFHA guidelines.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-14