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.

Current firm

SIMPLE FINANCIAL, 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

Sep 6, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

6

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 2, 2017

First registration

Sep 6, 2006

Dual registered

no

Other names

NATE BILLETER

IAPD individual key

5139768

• Occurred

  Dec 31, 2022
  Advisor changed firm

  Nathan Hatch Billeter left Gradient Advisors, Llc for Simple Financial, Llc (registered 2023-03-24)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bf87d18e-e3fd-5c71-1182-e9f36f29b897

First observed

Sep 6, 2006

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.