Theodore T Simonson

Current Employers

Employment History

• 06/2016 → 12/2016
  Cali Bamboo
  San Diego, CA
• 01/2017 → 04/2022
  First Financial Equity Corporation
  Tucson, AZ
• 04/2022 → Present
  Cetera Wealth Services, Llc
  Tucson, AZ
• 09/2016 → Present
  Simonson Wealth Management
  Tucson, AZ
• 12/2022 → Present
  Theodore T. Simonson Llc
  Tucson, AZ
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-01-17 → 2022-04-20
  Ffec Wealth Partners Llc
  Tucson, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  San Diego, CA
  La Jolla, CA
  Scottsdale, AZ
  San Diego, CA
  San Diego, CA
  Tucson, AZ
  Scottsdale, AZ
• 2015-07-27 → 2016-01-04
  Morgan Stanley
  Tucson, AZ
  Tucson, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: SPAULDING VENTURES, LTD; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FAMILY LIMITED PARTNERSHIP FOR ESTATE PLANNING AND INVESTMENT PURPOSES; START DATE: 04/1998; POSITION/TITLE/RELATIONSHIP: LIMITED PARTNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: PASSIVE MINORITY LIMITED PARTNER. 2. NAME OF OTHER BUSINESS: SIMONSON WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2016; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: FFEC WEALTH PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 4/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: THEODORE T. SIMONSON LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LLC; START DATE: 12/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: OWNER OF LLC FOR COMMISSION AND FEES;

Exams

• S66 Uniform Combined State Law Examination
  2015-07-09

Other Names

• Theodore T Simonson
• Theodore Trecker Simonson