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Gregory James Simpson

Corient

Sewickley, PA

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-02-25
TX RA APPROVED 2025-02-25
  • PA RA
    APPROVED
    Since 2025-02-25
  • TX RA
    APPROVED
    Since 2025-02-25

Branch Locations

2605 Nicholson Road Building 5, Suite 5240, Sewickley, PA 15143 • 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
Corient Sewickley PA 01/2025 Present
Corient Services Llc Miami FL 01/2025 Present
Rootstock Advisors Sewickley PA 05/2013 01/2025
  • 01/2025 → Present
    Corient
    Sewickley, PA
  • 01/2025 → Present
    Corient Services Llc
    Miami, FL
  • 05/2013 → 01/2025
    Rootstock Advisors
    Sewickley, PA
Previous Registrations
  • 2013-08-07 → 2025-03-18
    Rootstock Advisors
    Sewickley, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-10-12
  • S63 Uniform Securities Agent State Law Examination
    1992-10-12
Designations
Other Names
  • Greg Simpson

View on SEC IAPD

Other Firms

JMS CAPITAL GROUP WEALTH SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
SCHENLEY CAPITAL, INC
NAV WEALTH PARTNERS
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SEWICKLEY FINANCIAL LLC

Other Investors

SCOTT WILLIAM MILLER
MELISSA TSAGGARIS CORSO
JOHN MARTIN SCHNEIDER
LAURA S GLEGHORN
RANDOLPH ANTHONY BODNAR
BRIAN MATTHEW SPENCER
ERIC SCOTT LEWIS
Sumana Naik

Other Offices

JMS CAPITAL GROUP WEALTH SERVICES, LLC · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · Sewickley, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Sewickley, PA
SCHENLEY CAPITAL, INC · SEWICKLEY, PA
NAV WEALTH PARTNERS · SEWICKLEY, PA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SEWICKLEY, PA
J.P. MORGAN SECURITIES LLC · Sewickley, PA

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