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MS

Mark C. Simpson

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CRD#: 3219510
MS

Professional summary


Mark Cole Simpson was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mark is a previously registered financial advisor and started their career in finance in 1999. Prior to being barred, Mark had worked at 2 firms, which includes LINDEN FINANCIAL GROUP, EQUITY SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 20, 2006 - October 28, 2009

LINDEN FINANCIAL GROUP

RIA
CRD#: 139719
CALDWELL, ID
Past

August 13, 1999 - December 2, 2004

EQUITY SERVICES, INC.

BD
CRD#: 265
MONTPELIER, VT

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/1/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


LF
LINDEN FINANCIAL GROUP
LINDEN FINANCIAL GROUP | SET ADVISORS, LLC | LINDEN INVESTMENT SERVICES, LLC

CRD#: 139719 / SEC#: 801-68700

RIA
Registered Investment Advisory firm - (9/25/2008 Terminated)
Idaho
Registered Investment Advisory firm - (3/21/2006 Approved)
Oregon
Registered Investment Advisory firm - (2/6/2025 Cancelled)
Virginia
Registered Investment Advisory firm - (2/7/2008 Terminated)
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Contact information


Main Address
Caldwell, ID
Mailing Address
Phone number
(208) 789-6931
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LINDEN FINANCIAL GROUP

CRD#: 139719

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