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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-26 |
Branch Locations
6500 International Pkwy, Ste 2050, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Services, Inc. | Fort Worth | TX | 10/2014 | 03/2017 |
| First Command Financial Services, Inc. | Fort Worth | TX | 10/2014 | 03/2017 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 12/2015 | 03/2017 |
| Needham Canine Creche | Needham, Suffolk | 03/2017 | 12/2019 | |
| First Command Financial Planning, Inc. | Fort Worth | TX | 12/2018 | 03/2020 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 12/2018 | 03/2020 |
| The Prudential Insurance Company Of America | Tampa | FL | 03/2020 | 02/2021 |
| Pruco Securities | Tampa | FL | 03/2020 | 02/2021 |
| Massachusetts Mutual Life Insurance Company | Dallas | TX | 02/2021 | 08/2021 |
| Mml Investors Services | Dallas | TX | 02/2021 | 08/2021 |
| Fisher Investments | Plano | TX | 08/2021 | 02/2023 |
| Trajan Wealth, L.L.C. | Scottsdale | AZ | 02/2023 | 04/2026 |
| Ascend Integrated Wealth | Houston | TX | 04/2026 | Present |
| Mariner Independent Advisor Network | Overland Park | KS | 04/2026 | 06/2026 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2026 | Present |
1. Ms. Simpson uses Ascend Integrated Wealth as the name of the business under which she provides investment advice through Private Advisor Group, LLC. This activity is at the address Ms. Simpson is registered at, and is related to her investment services practice. Ms. Simpson devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Ms. Simpson devotes to activity providing investment services through PAG. 2. Ms. Simpson holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Ms. Simpson provides. Ms. Simpson may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Ms. Simpson to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2014-08-04 |
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