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205 E. Main Street, Clinton, MS 39056 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2012-10-16 |
| MS | RA | APPROVED | 2012-06-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investacorp, Inc. | Miami Lakes | FL | 01/1997 | 09/2019 |
| Investacorp, Inc. | Miami Lakes | FL | 01/1997 | 09/2019 |
| Mascagni Wealth Management | Clinton | MS | 01/2010 | Present |
(1) Name: The Brown Family Trust. Investment Related: No. Address: 108 Bridge Water Dr., Madison, MS 39110. Nature: Trust. Position: Secondary Trustee. Start Date: 11/1998. Approximate Hours Per Month: 0: Hours During Securities Trading Hours: 0. Duties: I have no position of control on this trust. My name is listed as a secondary/contingent co-trustee in the event that my brother, James Riley Brown, cannot serve as co-trustee on the continuation trusts created after death of my grandparents in the future. Currently my grandmother, Dorothy Epps Brown, is sole trustee of the Brown Family Trust. If the need to become successor trustee ever arises, I intend to disclaim that role. (2) Name: Morrison Heights Baptist Church. Investment Related: No. Address: 3000 Hampstead Blvd., Clinton, MS 39056. Nature: Religious Organization. Position: Elder. Start Date: 8/2025. Approximate Hours Per Month: 5. Hours During Securities Trading Hours: 0. Duties: Serve in leadership role in church. (3) Matt is insurance licensed to offer fixed insurance products through various insurance companies. Clients are not obligated to execute insurance purchases through Matt. However, if clients do choose to execute insurance purchases through him, he will receive a commission and a conflict of interest may exist.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-04-23 |
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