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14 Orleans Drive, Hattiesburg, MS 39402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-01 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hattiesburg | MS | 10/2004 | 08/2020 |
| Simplified Wealth Management | Hattiesburg | MS | 09/2020 | Present |
1. TEACHING INDIVIDUAL AND GROUP GOLF LESSONS / HATTIESBURG, MS / NOVEMBER 26, 2004 2. 11/10/09 - REAL ESTATE RENTAL, J CARPENTER LLC, / HATTIESBURG, MS / NOT-INVESTMENT RELATED / APPROXIMATELY 2% OF TIME. 3. 02/19/2015 - INSURANCE - STELLAR INSURANCE- TIME SPENT 15 HOURS PER MONTH / HATTIESBURG, MS / INVESTMENT-RELATED / SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-14 |
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