Brian Simpson has been President/Chief Compliance Officer of Integrity Wealth Management since May 2009, is a control person of the firm and directly owns 75% or more of it.
Integrity Wealth Management, Inc. is a Spokane, WA firm with $163M under management, 169 clients and 2 advisers across 2 offices, as of its August 2026 filing.
Brian Simpson is President of Integrity Wealth Management, based in Spokane, WA. He spent 14 years at Charles Schwab as a Private Client Specialist and founded Integrity Wealth Management in 2009. He has more than 33 years in the industry.
Brian Simpson’s longest registration is the current one, 17 years at Integrity Wealth Management since 2009. Before joining Integrity Wealth Management in 2009, Brian Simpson was registered through Charles Schwab & Co., Inc.
- – present · 17 yearsSpokane, WA · Adviser representative · Firm CRD 150103
- Charles Schwab & Co., Inc.– · 11 yearsSpokane, WA · Adviser representative · Firm CRD 5393
Investment adviser representative registrations
Brian Simpson is registered as an investment adviser representative in 3 states. The first approvals date from May 2009; the most recent is Florida, in July 2024.
- FloridaSince 1 July 2024
- IdahoSince 23 April 2012
- WashingtonSince 8 May 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 28 November 2001 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 1 June 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 5 June 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 April 1993 |
| Series 7 | General Securities Representative Examination | 11 January 1993 |
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brian Steven Simpson
- CRD
- 2309646
- Firm
- Integrity Wealth Management · CRD 150103
- Role
- President/Chief Compliance Officer
- Office
- 202 EAST SPOKANE FALLS BLVD., SUITE 200, Spokane, WA 99202
- Registration
- Investment adviser registration
- In the industry since
- August 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- integritywm.net
Where does Brian Simpson work?
Brian Simpson has been President/Chief Compliance Officer of Integrity Wealth Management, Inc. since May 2009, and is a control person of the firm.
Is Brian Simpson a financial advisor?
Yes. Brian Simpson has a current investment-adviser registration in Florida, Idaho and Washington, through Integrity Wealth Management since May 2009.
How many years of experience does Brian Simpson have?
Brian Simpson has 29 years in the financial industry, since August 1997, across 2 adviser firms.
What exams has Brian Simpson passed?
Brian Simpson has passed 5 licensing exams: the Series 7, Series 63, Series 65, Series 10 and Series 9. The earliest, the Series 7, was passed in January 1993.
Where is Brian Simpson based?
Brian Simpson’s registered office is in Spokane, WA.
Is Brian Simpson registered with FINRA?
No. Brian Simpson has no current broker registration.
How can I verify Brian Simpson’s record?
Search CRD 2309646 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Simpson’s full registration record.