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14 Orleans Drive, Hattiesburg, MS 39402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2022-03-02 |
| GA | RA | APPROVED | 2022-01-07 |
| TX | RA | APPROVED | 2021-06-22 |
| FL | RA | APPROVED | 2021-05-05 |
| LA | RA | APPROVED | 2019-01-02 |
| MS | RA | APPROVED | 2018-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hattiesburg | MS | 06/2011 | 07/2018 |
| Simplified Wealth Management | Hattiesburg | MS | 07/2018 | Present |
1. 2/19/2015: NON-VARIABLE INSURANCE - HIGHLAND CAPITAL BROKERAGE - STARTED 02/10/2014 - INVESTMENT RELATED - 5 HOURS PER MONTH DURING TRADING - 2581 OLD HWY 24, HATTIESBURG, MS 39402. 2. 06/2015: NON-VARIABLE INSURANCE - STELLAR INSURANCE, LLC - OWNER/PRODUCER - STARTED 2015 - INVESTMENT RELATED - 5 HOURS PER MONTH DURING TRADING - HATTIESBURG, MS 39402. 3. 07/2018; SIMPLIFIED WEALTH MANAGEMENT - OWNER/MANAGING PRINCIPAL/CCO - STARTED 2018 - INVESTMENT RELATED - 160 HOURS PER MONTH DURING TRADING - HATTIESBURG, MS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
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