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Reid Jeffrey Simpson

Iams Wealth Management, LLC

Scottsdale, AZ

Omaha, NE

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Current Employers
Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-08-07
  • AZ RA
    APPROVED
    Since 2023-08-07

Branch Locations

Scottsdale, AZ • United States

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • 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
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
  • 08/2014 → 07/2021
    Next Financial Group
    Phoenix, AZ
  • 07/2021 → Present
    Personalized Financial
    Phoenix, AZ
  • 10/2014 → 07/2021
    Next Financial Group
    Phoenix, AZ
  • 08/2021 → Present
    Reid Simpson, Pllc
    Scottsdale, AZ
  • 09/2021 → 01/2023
    Rvelocity, Inc.
    Scottsdale, AZ
  • 02/2021 → 01/2023
    Silsync Inc.
    Gilbert, AZ
  • 07/2023 → Present
    Iams Wealth Management
    Omaha, NE
  • 06/2023 → Present
    Golfcoursehomes.COm, Llc
    Phoenix, AZ
Previous Registrations
  • 2021-08-09 → 2023-12-31
    Personalized Financial
    Phoenix, AZ
  • 2014-10-20 → 2021-08-02
    Next Financial Group, Inc.
    Chandler, AZ
    Phoenix, AZ
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-06
  • S66 Uniform Combined State Law Examination
    2014-10-06
Other Names
  • Reid Simpson

View on SEC IAPD

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