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433 Metairie Rd Suite 500, Metairie, LA 70005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-01-01 |
| LA | RA | APPROVED | 2017-10-27 |
Branch Locations
22 Doctor's Drive Suite C, Ocean Springs, MS 39564 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management Solutions, Llc | Ocean Springs | MS | 01/2005 | Present |
| Mrg Insurance Services | Ocean Springs | MS | 01/2005 | 10/2017 |
| Wealthharbor Capital Group, Llc | New Orleans | LA | 10/2017 | Present |
MRG INSURANCE SERVICES; P&C INS. AGENT, COMPENSATED - NON-INVESTMENT RELATED, 22 DOCTORS DRIVE OCEAN SPRINGS, MS 39564, 50% OWNER, 80% OF TIME DURING NORMAL WORKING HRS., FINANCIAL MANAGEMENT SOLUTIONS, LLC, RIA FIRM, COMPENSATED - INVESTMENT RELATED, 22 DOCTORS DRIVE OCEAN SPRINGS, MS 39564, 10% OWNER, 10% OF TIME DURING NORMAL WORKING HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-18 |
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