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Daniel Eric Goldberg

The Simple Investor'S Guide, LLC

Simi Valley, CA

CRD 6724837

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Employer firm

The Simple Investor's Guide, LLC CRD 285860

$12.5M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
The Simple Investor'S Guide, Llc

2775 Tapo Street Suite #203B, Simi Valley, CA 93063 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-16
CA RA APPROVED 2017-01-06
  • TX RA
    APPROVED_RES
    Since 2025-04-16
  • CA RA
    APPROVED
    Since 2017-01-06

Branch Locations

2775 Tapo Street Suite #203B, Simi Valley, CA 93063 • 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
Top Talent Search Experts, Llc Simi Valley CA 05/2015 12/2025
The Simple Investor's Guide, Llc Simi Valley CA 10/2016 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-16
  • S65 Uniform Investment Adviser Law Examination
    2016-09-16

View on SEC IAPD

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