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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
N••••••• F••••••• S••••••
- Title
- Private Wealth Advisorreportedarmstrongdixon.comfirm site, Sep 16, 2026
- Designations
- CFP, CPFAreportedarmstrongdixon.comas printed on the bio page, Sep 17, 2026
- Business email
- nsimpson@armstrongdixon.comreportedarmstrongdixon.comfirm site, Sep 16, 2026
- Professional profile
- armstrongdixon.com/team-member/navarone-simpson-cfp-cpfareportedarmstrongdixon.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/navarone-simpson-cfp%C2%AE-cpfa%C2%AE-2719608areportedarmstrongdixon.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A•••••••• D•••• independent RIA currentsince Apr 19, 2018 · Mount Pleasant, Sc
- O•••• F•• I••• formerSep 7, 2016 to Apr 10, 2018 · Hunt Valley, Md
- C••••• A••••••• L•• formerMay 13, 2015 to Sep 7, 2016 · Salisbury, Md
- O•••• F•• I••• to A•••••••• D••••left Apr 10, 2018, registered Apr 19, 2018 (9 days) · Affiliated broker-dealer or bank to independent RIA
- C••••• A••••••• L•• to O•••• F•• I•••left Sep 7, 2016, registered Sep 7, 2016 (0 days) · Other
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address