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Julius Randall Mascagni

Mascagni Wealth Management, Inc.

Clinton, MS

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Current Employers
Mascagni Wealth Management, Inc.

205 E. Main Street, Clinton, MS 39056 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2012-10-16
TX RA APPROVED 2012-08-29
MS RA APPROVED 2012-06-15
  • LA RA
    APPROVED
    Since 2012-10-16
  • TX RA
    APPROVED
    Since 2012-08-29
  • MS RA
    APPROVED
    Since 2012-06-15

Branch Locations

205 E. Main Street, Clinton, MS 39056 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Investacorp Inc. Miami Lakes FL 07/1988 09/2019
Mascagni Wealth Management Clinton MS 01/2010 Present
  • 07/1988 → 09/2019
    Investacorp Inc.
    Miami Lakes, FL
  • 01/2010 → Present
    Mascagni Wealth Management
    Clinton, MS
Previous Registrations
Other Businesses

(1) Name: Casey's Bend, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Investment. Position: General Partner. Start Date: 1/2025. Approximate Hours Per Month: 1. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (2) Name: Cypress Bend, LP. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Ownership. Position: Limited Partner. Start Date: 3/2010. Approximate Hours Per Month: 2. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (3) Name: Level 8, LLC. Investment-Related: Yes. Address: 205 E. Main St., Clinton, MS 39056. Nature: Private investment firm. Position: Member. Start Date: 9/2001. Approximate Hours Per Month: 1. Hours During Securities Trading Hours: 0. Duties: Member of LLC that invested in private investment. (4) Name: Marv's Hill, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Ownership. Position: Member. Start Date: 4/2018. Approximate Hours Per Month: 1. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (5) Name: Natchez Properties, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Real Estate Investment. Position: Member. Start Date: 11/2003. Approximate Hours Per Month: 1-3. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of real estate. (6) Name: Perry Hills, LLC. Investment-Related: No. Address: 205 E. Main St., Clinton, MS 39056. Nature: Land and Timber Ownership. Position: Member. Start Date: 1/2016. Approximate Hours Per Month: 1. Hours During Securities Trading Hours: 0. Duties: Ownership interest, management of land and timber. (7) Randy is insurance licensed to offer fixed insurance products through various insurance companies. Clients are not obligated to execute insurance purchases through Randy. However, if clients do choose to execute insurance purchases through him, he will receive a commission and a conflict of interest may exist.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-07-01
  • S63 Uniform Securities Agent State Law Examination
    1988-07-01
Designations
Other Names
  • Julius Randall Mascagni
  • Randy Mascagni
  • J. Randall Mascagni

View on SEC IAPD

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