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Kayzia Williams

Simple Financial, LLC

Henderson, NV

West Jordan, UT

CRD 7899954

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Employer firm

Simple Financial, LLC CRD 321616

73 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Pension consulting
  • Selection of other advisers
  • BUSINESS CONSULTING

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

Current Employers
Simple Financial, Llc

6671 S Redwood Road Suite 200, West Jordan, UT 84084 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2025-08-12
  • NV RA
    APPROVED
    Since 2025-08-12

Branch Locations

2551 N. Green Valley Pkwy Suite 306C, Henderson, NV 89014 • United States

6671 S Redwood Road Suite 200, West Jordan, UT 84084 • 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
Bankers Life & Casualty, Inc Las Vegas NV 11/2022 04/2025
Freeway Insurance Las Vegas NV 07/2022 10/2022
Konfidence By Kay Las Vegas NV 01/2022 07/2022
Connect, Powered By American Family Insurance Las Vegas NV 03/2020 11/2021
Sitel Las Vegas NV 09/2019 03/2020
Sutherland Las Vegas NV 01/2019 07/2019
Jack In The Box Las Vegas NV 07/2017 05/2018
Karved Las Vegas NV 07/2019 09/2019
Unlv Preschool Las Vegas NV 07/2019 09/2019
Ccsd Las Vegas NV 05/2018 12/2018
Full-Time Student Las Vegas NV 04/2014 07/2017
Bankers Life Securities, Inc Las Vegas NV 04/2024 04/2025
Bankers Life Advisory Services, Inc Las Vegas NV 10/2024 04/2025
Simple Financial, Llc Henderson NV 05/2025 Present
Legacy Insurance & Financial Services Henderson NV 04/2025 Present
  • 11/2022 → 04/2025
    Bankers Life & Casualty, Inc
    Las Vegas, NV
  • 07/2022 → 10/2022
    Freeway Insurance
    Las Vegas, NV
  • 01/2022 → 07/2022
    Konfidence By Kay
    Las Vegas, NV
  • 03/2020 → 11/2021
    Connect, Powered By American Family Insurance
    Las Vegas, NV
  • 09/2019 → 03/2020
    Sitel
    Las Vegas, NV
  • 01/2019 → 07/2019
    Sutherland
    Las Vegas, NV
  • 07/2017 → 05/2018
    Jack In The Box
    Las Vegas, NV
  • 07/2019 → 09/2019
    Karved
    Las Vegas, NV
  • 07/2019 → 09/2019
    Unlv Preschool
    Las Vegas, NV
  • 05/2018 → 12/2018
    Ccsd
    Las Vegas, NV
  • 04/2014 → 07/2017
    Full-Time Student
    Las Vegas, NV
  • 04/2024 → 04/2025
    Bankers Life Securities, Inc
    Las Vegas, NV
  • 10/2024 → 04/2025
    Las Vegas, NV
  • 05/2025 → Present
    Henderson, NV
  • 04/2025 → Present
    Legacy Insurance & Financial Services
    Henderson, NV
Previous Registrations
Other Businesses

Legacy Insurance & Financial Services; inv Rel; Henderson, NV; Insurance; Agent; 04/2025; 100 hrs/mo; 30 hrs/mo dur sec; ins sales and services/mentor.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-12
  • S66 Uniform Combined State Law Examination
    2024-10-12

View on SEC IAPD

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