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18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-07 |
Branch Locations
Scottsdale, AZ • United States
18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Phoenix | AZ | 08/2014 | 07/2021 |
| Personalized Financial | Phoenix | AZ | 07/2021 | Present |
| Next Financial Group | Phoenix | AZ | 10/2014 | 07/2021 |
| Reid Simpson, Pllc | Scottsdale | AZ | 08/2021 | Present |
| Rvelocity, Inc. | Scottsdale | AZ | 09/2021 | 01/2023 |
| Silsync Inc. | Gilbert | AZ | 02/2021 | 01/2023 |
| Iams Wealth Management | Omaha | NE | 07/2023 | Present |
| Golfcoursehomes.COm, Llc | Phoenix | AZ | 06/2023 | Present |
1) Reid Simpson, PLLC POSITION: Real Estate Salesperson NATURE: Real Estate Sales/Services INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/2021; ADDRESS: 18219 N. 66th Pl., Phoenix, AZ 85054; DESCRIPTION: Salesperson representing the buying and selling of residential real estate in Arizona, associated with other business activity since April 2019 in capacity as Broker for GolfCourseHomes.com. 2) Reid Simpson POSITION: Agent NATURE: Insurance (Fixed Annuities, Life/Health) INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 8 START DATE: 02/20/2015; ADDRESS: 18219 N 66th Pl, Phoenix, AZ 85054; DESCRIPTION: Insurance agent. 3) PERSONALIZED FINANCIAL; INVESTMENT ADVISOR REPRESENTATIVE & MANAGING PARTNER; 18219 N. 66th Pl., Phoenix, AZ 85054; INVESTMENT ADVISORY SERVICES; 40 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS. 4) GOLFCOURSEHOMES.COM, LLC; FOUNDING MEMEBER; NON-INVESTED RELATED; 3820 E POTTER DR., PHOENIX, AZ 85050; MARKETING SERVICES; 8 HOURS PER MONTH DURING TRADING AND NON TRADING HOURS; MARKETING SERVICES FOR REAL STATE AGENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-06 |
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