Aaron Royce Simpson
President And Chief Compliance OfficerAlpha Planning and Financial Services, Inc.CRD 6950543
About Aaron Royce Simpson
Aaron Royce Simpson is listed as President And Chief Compliance Officer at Alpha Planning and Financial Services, Inc. in Solon, OH. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Alpha Planning and Financial Services, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Aaron Royce Simpson work?
Aaron Royce Simpson is listed as President And Chief Compliance Officer at Alpha Planning and Financial Services, Inc. on SEC Form ADV.
How much of Alpha Planning and Financial Services, Inc. does Aaron Royce Simpson own?
Form ADV reports a beneficial ownership band of Over 75%.
Alpha Planning and Financial Services, Inc.
| Title | President And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |