DFX Intelligence

Data Factory

RIA / WealthAdvisor35 years in industry

RICHARD BRYAN SIMPSON

Advisor at GARLAND AND GREENWOOD WEALTH ADVISORS LLC

ROLAND, AR | Little Rock, AR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a270fdd9-e330-5b1b-4b8f-c85c5147eeae

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Sep 12, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GARLAND AND GREENWOOD WEALTH ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 21, 1996
First registration: Sep 12, 2003
Dual registered: no
Other names: DICK SIMPSON
IAPD individual key: 2451373

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GARLAND AND GREENWOOD WEALTH ADVISORS LLC	State registered	Oct 23, 2025	n/a	yes	ROLAND, AR\|Little Rock, AR	Current employment
PORTFOLIO MEDICS, LLC	Independent wealth	Aug 18, 2020	Jun 25, 2025	no	Little Rock, AR\|Little Rock, AR	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	May 11, 2016	Jun 1, 2020	no	Little Rock, AR	Previous registration
DYNAMIC FINANCIAL MANAGEMENT, LLC	n/a	Mar 5, 2012	Apr 7, 2016	no	LITTLE ROCK, AR	Previous registration
J. W. COLE ADVISORS, INC.	Bd affiliated wealth	Aug 1, 2011	Feb 27, 2012	no	LITTLE ROCK, AR\|TAMPA, FL	Previous registration
ST. BERNARD FINANCIAL SERVICES, INC.	Bd affiliated wealth	Oct 27, 2009	Nov 2, 2010	no	RUSSELLVILLE, AR\|RUSSELLVILLE, AR\|LITTLE ROCK, AR	Previous registration
VEACH FAMILY FINANCIAL	Independent wealth	May 23, 2007	Oct 27, 2009	no	LITTLE ROCK, AR\|NORTH LITTLE ROCK, AR	Previous registration
MERIDIAN INVESTMENT ADVISORS	Mixed wealth	Mar 31, 2005	Jan 25, 2006	no	LITTLE ROCK, AR	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Sep 12, 2003	Dec 13, 2004	no	BRENTWOOD, TN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PORTFOLIO MEDICS, LLC	GARLAND AND GREENWOOD WEALTH ADVISORS LLC	Jun 25, 2025	Oct 23, 2025	120	Firm change	RIA to state RIA
BROOKSTONE WEALTH ADVISORS, LLC	PORTFOLIO MEDICS, LLC	Jun 1, 2020	Aug 18, 2020	78	Firm change	RIA to RIA
DYNAMIC FINANCIAL MANAGEMENT, LLC	BROOKSTONE WEALTH ADVISORS, LLC	Apr 7, 2016	May 11, 2016	34	Firm change	Other
J. W. COLE ADVISORS, INC.	DYNAMIC FINANCIAL MANAGEMENT, LLC	Feb 27, 2012	Mar 5, 2012	7	Firm change	Other
ST. BERNARD FINANCIAL SERVICES, INC.	J. W. COLE ADVISORS, INC.	Nov 2, 2010	Aug 1, 2011	272	Firm change	Other
VEACH FAMILY FINANCIAL	ST. BERNARD FINANCIAL SERVICES, INC.	Oct 27, 2009	Oct 27, 2009	0	Firm change	Other
MERIDIAN INVESTMENT ADVISORS	VEACH FAMILY FINANCIAL	Jan 25, 2006	May 23, 2007	483	Firm change after gap	Other
FSC SECURITIES CORPORATION	MERIDIAN INVESTMENT ADVISORS	Dec 13, 2004	Mar 31, 2005	108	Firm change	Other

Relationships

Registered with (9)

→ GARLAND AND GREENWOOD WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Oct 23, 2025 to presentfactForm ADV
→ PORTFOLIO MEDICS, LLCRegistered adviserregistration: previous registration
Aug 18, 2020 to Jun 25, 2025factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 11, 2016 to Jun 1, 2020factForm ADV
→ DYNAMIC FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 5, 2012 to Apr 7, 2016factForm ADV
→ J. W. COLE ADVISORS, INC.Registered adviserregistration: previous registration
Aug 1, 2011 to Feb 27, 2012factForm ADV
→ ST. BERNARD FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 27, 2009 to Nov 2, 2010factForm ADV
→ VEACH FAMILY FINANCIALRegistered adviserregistration: previous registration
May 23, 2007 to Oct 27, 2009factForm ADV
→ MERIDIAN INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Mar 31, 2005 to Jan 25, 2006factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 12, 2003 to Dec 13, 2004factForm ADV

Dated events

Occurred
Jun 25, 2025
Advisor changed firm
Richard Bryan Simpson left Portfolio Medics, Llc for Garland And Greenwood Wealth Advisors Llc (registered 2025-10-23)
Form ADVobserved 4 days ago