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RIA / WealthAdvisor26 years in industry

BILLY WORTH BRIGGS

Advisor at CLEAR AND SIMPLE FINANCIAL GROUP LLC

Allen, TX

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Search this name across graphsid dfx:ria:c465547b-5278-1c9b-0872-46f623e0ea30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 12, 2011 to Sep 14, 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: CLEAR AND SIMPLE FINANCIAL GROUP 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: Nov 9, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 9, 1999
First registration: Apr 12, 2011
Dual registered: no
IAPD individual key: 4008054

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
CLEAR AND SIMPLE FINANCIAL GROUP LLC	State registered	Aug 18, 2020	n/a	yes	Allen, TX	Current employment
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	Jun 17, 2020	no	SAN ANTONIO, TX	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Sep 13, 2011	Jan 8, 2018	no	ADDISON, TX\|Allen, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 12, 2011	Aug 2, 2011	no	FRISCO, TX\|FRISCO, TX\|LITTLE ELM, TX	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
USAA INVESTMENT SERVICES COMPANY	CLEAR AND SIMPLE FINANCIAL GROUP LLC	Jun 17, 2020	Aug 18, 2020	62	Firm change	Other
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
CHASE INVESTMENT SERVICES CORP.	USAA FINANCIAL PLANNING SERVICES	Aug 2, 2011	Sep 13, 2011	42	Firm change	Other

Relationships

Registered with (4)

→ CLEAR AND SIMPLE FINANCIAL GROUP LLCRegistered adviserregistration: current employment
Aug 18, 2020 to presentfactForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to Jun 17, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Sep 13, 2011 to Jan 8, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 12, 2011 to Aug 2, 2011factForm ADV

Dated events

No dated event names this entity yet.