DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Richard Bryan Simpson
Feed of 09/15/2026
Also filed as Dick Simpson
At current firm
0 y
since Oct 23, 2025
In the industry
35 y
since Apr 1, 1991 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Garland And Greenwood Wealth Advisors LLC state registered currentsince Oct 23, 2025 · Roland, Ar
- Portfolio Medics, LLC independent RIAAug 18, 2020 to Jun 25, 2025 · Little Rock, Ar
- Brookstone Wealth Advisors, LLC no RAUMMay 11, 2016 to Jun 1, 2020 · Little Rock, Ar
- Dynamic Financial Management, LLC unclassifiedMar 5, 2012 to Apr 7, 2016 · Little Rock, Ar
- J. W. Cole Advisors, Inc. BD affiliatedAug 1, 2011 to Feb 27, 2012 · Little Rock, Ar
- St. Bernard Financial Services, Inc. BD affiliatedOct 27, 2009 to Nov 2, 2010 · Russellville, Ar
- Veach Family Financial independent RIAMay 23, 2007 to Oct 27, 2009 · Little Rock, Ar
- Meridian Investment Advisors mixed wealthMar 31, 2005 to Jan 25, 2006 · Little Rock, Ar
- Fsc Securities Corporation formerSep 12, 2003 to Dec 13, 2004 · Brentwood, Tn
Moves
a registration end followed by a registration begin elsewhere
- Portfolio Medics, LLC to Garland And Greenwood Wealth Advisors LLCleft Jun 25, 2025, registered Oct 23, 2025 (120 days) · RIA to a state-registered adviser
- Brookstone Wealth Advisors, LLC to Portfolio Medics, LLCleft Jun 1, 2020, registered Aug 18, 2020 (78 days) · RIA to RIA
- Dynamic Financial Management, LLC to Brookstone Wealth Advisors, LLCleft Apr 7, 2016, registered May 11, 2016 (34 days) · Other
- J. W. Cole Advisors, Inc. to Dynamic Financial Management, LLCleft Feb 27, 2012, registered Mar 5, 2012 (7 days) · Other
- St. Bernard Financial Services, Inc. to J. W. Cole Advisors, Inc.left Nov 2, 2010, registered Aug 1, 2011 (272 days) · Other
- Veach Family Financial to St. Bernard Financial Services, Inc.left Oct 27, 2009, registered Oct 27, 2009 (0 days) · Other
- Meridian Investment Advisors to Veach Family Financialleft Jan 25, 2006, registered May 23, 2007 (483 days) · Other
- Fsc Securities Corporation to Meridian Investment Advisorsleft Dec 13, 2004, registered Mar 31, 2005 (108 days) · Other
Signals
- Richard Bryan Simpson left Portfolio Medics, Llc for Garland And Greenwood Wealth Advisors Llc (registered 2025-10-23)Jun 25, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 35derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address