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David Gary Simon

Hg Wealth Partners LLC

Crystal Bay, NV

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Current Employers
Hg Wealth Partners Llc

Long Beach, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-08
NV RA APPROVED 2025-08-27
  • CA RA
    APPROVED
    Since 2025-09-08
  • NV RA
    APPROVED
    Since 2025-08-27

Branch Locations

Crystal Bay, NV • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Western International Securities, Inc. Pasadena CA 01/2004 08/2025
Hg Wealth Partners Llc Long Beach CA 08/2025 Present
  • 01/2004 → 08/2025
    Western International Securities, Inc.
    Pasadena, CA
  • 08/2025 → Present
    Hg Wealth Partners Llc
    Long Beach, CA
Previous Registrations
  • 2004-03-26 → 2025-08-01
    Western International Securities, Inc.
    Pasadena, CA
    Florence, AZ
    Reno, NV
    Las Vegas, NV
    Summit, NJ
    Missoula, MT
    Philadelphia, PA
    Reno, NV
    Crystal Bay, NV
    Bakersfield, CA
    Worthington, OH
    Hopkins, MN
    Philadelphia, PA
    Northwood, OH
    Cook, MN
    Pasadena, CA
  • 2003-03-11 → 2004-01-30
    Quest Capital Strategies, Inc.
    Incline Village, NV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-11
S63 Uniform Securities Agent State Law Examination 1987-01-09
  • S65 Uniform Investment Adviser Law Examination
    2002-12-11
  • S63 Uniform Securities Agent State Law Examination
    1987-01-09

View on SEC IAPD

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