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Simple Money Advisors LLC CRD 342619
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Mountain View, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linkedin Corporation | Mountain View | CA | 07/2012 | 09/2016 |
| Lyft | San Francisco | CA | 11/2016 | 11/2017 |
| Mountain View | CA | 12/2017 | 01/2022 | |
| Doordash | San Francisco | CA | 02/2022 | 02/2025 |
| N/A | Mountain View | CA | 03/2025 | 12/2025 |
| Simple Money, Inc | Mountain View | CA | 01/2026 | Present |
| Simple Money Advisors Llc | Sacramento | CA | 04/2026 | Present |
runs an e-commerce store. Approximately four hours a week are spent on this other business activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-01 |
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