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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.

TitlePresident And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2021
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