John David Simpson

Current Employers

Employment History

• 08/2015 → Present
  Raymond James Financial Services, Inc.
  Elizabeth City, NC
• 08/2015 → Present
  Raymond James Financial Services Advisers Inc.
  Elizabeth City, NC
• 07/2018 → Present
  John David Simpson Sole Proprietor
  Elizabeth City, NC
• 08/2015 → Present
  Cascade Financial Planning, Inc.
  Elizabeth City, NC
• 11/2018 → 11/2022
  Broad Creek Lodge, Llc
  Elizabeth City, NC

Previous Registrations

• 2008-06-10 → 2015-08-17
  Edward Jones
  Elizabeth City, NC
  Elizabeth City, NC
  Madison, WI
  St. Louis, MO
  Madison, WI

Other Businesses

(1)Name of Business: Cascade Financial Planning, Inc Address: 117 N Water St, Elizabeth City, NC, 27909, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/14/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner/Branch manager (2)Name of Business: Ouachita Holdings LLC Address: 100 Small Dr, Elizabeth City, NC, 27909, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pay bills, pay for repairs/maintenance (3)Name of Business: Ouachita Holdings LLC Address: 100 Small Dr, Elizabeth City, NC, 27909, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/14/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for my rental real estate properties (4)Name of Business: Ouachita Holdings LLC Address: 100 Small Dr, Elizabeth City, NC, 27909, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/31/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental property owner/manager (5)Name of Business: OUACHITA HOLDINGS LLC Address: 100 SMALL DR, ELIZABETH CITY, NC, 27909, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/07/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RENTAL REAL ESTATE MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2008-06-02
• S63 Uniform Securities Agent State Law Examination
  2005-11-03

Designations

Other Names

• J. David Simpson
• Dave Simpson
• John Simpson