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Douglas Carlton Bryan

Simplicity Wealth

Summit, NJ

Grand Prairie, TX

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-20
  • TX RA
    APPROVED
    Since 2025-08-20

Branch Locations

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

123 W. Main Street Suite 121, Grand Prairie, TX 75050 • 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
Ducerus - Grand Prairie Grand Prairie TX 01/2009 05/2019
Lifepro Asset Management Grand Prairie TX 11/2017 06/2023
Insight College & Financial Solutions Grand Prairie TX 06/2019 Present
Usa Financial Securities Ada MI 06/2023 07/2025
Simplicity Wealth Summit NJ 08/2025 Present
  • 01/2009 → 05/2019
    Ducerus - Grand Prairie
    Grand Prairie, TX
  • 11/2017 → 06/2023
    Lifepro Asset Management
    Grand Prairie, TX
  • 06/2019 → Present
    Insight College & Financial Solutions
    Grand Prairie, TX
  • 06/2023 → 07/2025
    Usa Financial Securities
    Ada, MI
  • 08/2025 → Present
    Summit, NJ
Previous Registrations
  • 2023-06-15 → 2025-07-30
    Grand Prairie, TX
    Ada, MI
  • 2017-11-16 → 2023-06-16
    Lifepro Asset Management
    San Diego, CA
    Grand Prairie, TX
Other Businesses

Insight College & Financial Solutions; Non-Investment Related; 123 W. Main St Suite 121, Grand Prairie, TX 75050; Start Date 01/03/2009. Owner/Director/Insurance Sales. Educate clients on the college admissions/financial aid process; share strategies to maximize scholarships/financial aid as well as strategies for strategically funding their share. Life Insurance products are used in some situations. 120 hours per month devoted during trading hours. Douglas Carlton Bryan; not investment related; 123 W. Main St Suite 121, Grand Prairie, TX 75050; Start Date 01/03/2009; Registered insurance agent/college planner; 120 hours per month devoted during trading hours; insurance sales. Grand Prairie Metro Rotary , Not investment related; 123 W. Main St Ste 121 Grand Prairie TX 75050; Member; 09/01/1991; Civic organization; Hours per month during trading hours 8; a civic organization focused on community service, local and international charitable initiatives, and professional networking. Responsibilities may include attending regular meetings, participating in service projects, fundraising events, and contributing to community improvement efforts. Children First Counseling Center; not investment related; 202 College St, Grand Prairie, TX 75050; Board of Directors; 03/01/2021; hours per month during trading hours 3; Serve on the Board of Directors of a non-profit.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-03
  • S65 Uniform Investment Adviser Law Examination
    2017-02-03

View on SEC IAPD

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