# SIMPLIFI, LLC

SIMPLIFI, LLC of WINSTON-SALEM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 133372
- Type: SEC-registered investment adviser
- SEC file number: 801-63672
- Location: 635 N. TRADE STREET, WINSTON-SALEM, NC, 27101
- Phone: 615-939-0214
- Latest filing: 2013-03-06
- Clients: 2

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [SMITH SHERMAN E](https://search.stillhousedata.com/person/742851) | MANAGEMENT COMMITTEE MEMBER | — |
| [LINK CHARLES BRYAN](https://search.stillhousedata.com/person/745922) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, CHIEF PRODUCT OFFICER, MANAGING MEMBER (+1 more) | — |
| [GRIZACK WILLIAM JOHN](https://search.stillhousedata.com/person/745923) | CHIEF OPERATING OFFICER; MEMBER | — |
| [MALENFANT DEBORAH J](https://search.stillhousedata.com/person/745924) | MANAGEMENT COMMITTEE MEMBER; MEMBER MANAGER | — |
| [TOBEY EDWARD B](https://search.stillhousedata.com/person/771479) | MEMBER/CHIEF PRODUCT OFFICER | — |
| [MINK BRADY MCKEE](https://search.stillhousedata.com/person/797657) | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; MEMBER | — |
| [FOREMAN LOUIS JAY](https://search.stillhousedata.com/person/807442) | MEMBER | — |
| [MCGUIRE PAUL](https://search.stillhousedata.com/person/807443) | MEMBER MANAGER | — |
| [BRENNER JASON N](https://search.stillhousedata.com/person/810815) | MEMBER/CHIEF MARKETING OFFICER | — |
| [MALENFANT DEBORAH JANINE](https://search.stillhousedata.com/person/832592) | MANAGEMENT COMMITTEE MEMBER | — |
| [SMITH DANIEL EDWIN](https://search.stillhousedata.com/person/832593) | MANAGEMENT COMMITTEE MEMBER; MANAGING MEMBER | — |
| [TUTTLE RANDALL SCOTT](https://search.stillhousedata.com/person/832594) | MANAGING MEMBER | — |
| [WAUGH PHILIP ROBERTSON SLEADD](https://search.stillhousedata.com/person/832595) | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/133372/brochure
- Similar advisers: https://search.stillhousedata.com/firm/133372/similar
- Related entities: https://search.stillhousedata.com/firm/133372/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/133372

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.