# NICOLE RENEE SIMPSON

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..

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [EP WEALTH ADVISORS, LLC.](https://search.stillhousedata.com/firm/111147) | 2020-06-17 | present | Yes |
| [THE FINANCIAL HEALER](https://search.stillhousedata.com/firm/305402) | 2019-09-23 | 2020-06-04 | — |
| [CREATIVE PLANNING, LLC](https://search.stillhousedata.com/firm/105348) | 2016-06-02 | 2018-10-22 | — |
| [GUPTA WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/161721) | 2016-04-04 | 2017-08-29 | — |
| [J.P. MORGAN PRIVATE WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/108559) | 2010-08-11 | 2015-01-12 | — |
| [FIRST REPUBLIC WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/132035) | 2010-08-09 | 2010-09-30 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2010-07-29 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2008-01-15 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5271726)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5271726.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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