Inactive

Bruce Henry Simpsen

Claim This Profile

Current Employers

Fisher\Smb

4100 International Parkway Suite 2000, Carrollton, TX 75007 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-07-08

TX RA
APPROVED

Since 2024-07-08

Branch Locations

4100 International Parkway Suite 2000, Carrollton, TX 75007 • 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

Organization	City	State	From	To
Gwfs Equities Inc/Great-West Life & Ann Ins Co	Dallas	TX	01/2010	10/2017
Fisher Investments	Plano	TX	10/2023	07/2024
Milliman	Dallas	TX	10/2017	10/2023
Fisher Retirement Solutions Llc	Plano	TX	07/2024	Present

01/2010 → 10/2017

Gwfs Equities Inc/Great-West Life & Ann Ins Co

Dallas, TX
10/2023 → 07/2024

Fisher Investments

Plano, TX
10/2017 → 10/2023

Milliman

Dallas, TX
07/2024 → Present

Fisher Retirement Solutions Llc

Plano, TX

Previous Registrations

2023-12-21 → 2024-07-03

Fisher Investments

Plano, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-12-21
S63	Uniform Securities Agent State Law Examination	2006-07-07

S65 Uniform Investment Adviser Law Examination

2023-12-21
S63 Uniform Securities Agent State Law Examination

2006-07-07

View on SEC IAPD

More in Carrollton, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor