← Tributary

SIMPLEVISOR

HOUSTON, TX · CRD 332608 · IAPD ↗ · simpleadvisor.com · 281-501-1791

$928,433Regulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
March 2025 — RIA GLOBAL RESEARCH, LLC is now doing business as SIMPLEVISOR.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
95
November 2024 — RIA GLOBAL RESEARCH, LLC (HOUSTON, TX) is newly SEC-registered with $0 RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.