NICOLE RENEE SIMPSON is an investment adviser representative (IAR) with state registration records since 2008, appearing at 8 firms. Currently registered with EP WEALTH ADVISORS, LLC..
| Firm | From | To | Current |
|---|---|---|---|
| EP WEALTH ADVISORS, LLC. | 2020-06-17 | present | Yes |
| THE FINANCIAL HEALER | 2019-09-23 | 2020-06-04 | — |
| CREATIVE PLANNING, LLC | 2016-06-02 | 2018-10-22 | — |
| GUPTA WEALTH MANAGEMENT, LLC | 2016-04-04 | 2017-08-29 | — |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 2010-08-11 | 2015-01-12 | — |
| FIRST REPUBLIC WEALTH ADVISORS, LLC | 2010-08-09 | 2010-09-30 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2010-07-29 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2008-01-15 | 2009-06-01 | — |