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

Aug 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S65

First exam

Aug 6, 2021

First registration

Sep 21, 2021

Dual registered

no

IAPD individual key

7442007

• Occurred

  Jun 18, 2025
  Advisor changed firm

  Ryan K Anderson left Aegis Wealth Management, Inc. for Simple Financial, Llc (registered 2023-04-11)

  Form ADVobserved 4 days ago
• Occurred

  Dec 31, 2022
  Advisor changed firm

  Ryan K Anderson left Gradient Advisors, Llc for Aegis Wealth Management, Inc. (registered 2023-04-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d44d2ac5-345c-680e-a1a1-a6971776f3d5

First observed

Sep 21, 2021

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.