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Huiming Sun

Wealth Management, LLC

Clinton, MS

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Current Employers
Wealth Management, Llc

112 Dunton Hill Ln, Clinton, MS 39056 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-01-01
  • MS RA
    APPROVED
    Since 2025-01-01

Branch Locations

112 Dunton Hill Ln, Clinton, MS 39056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealth Management, Llc Jackson MS 06/2015 Present
Other Businesses

Tax Preparation done by Huiming Sun for three persons. It will take about 25 hours per year.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-02-18
  • S65 Uniform Investment Adviser Law Examination
    2016-02-18
Designations

View on SEC IAPD

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Other Investors

JULIUS RANDALL MASCAGNI
MATTHEW PATRICK BROWN
COLLIN MONROE MASCAGNI
Samuel A Buchanan
RONALD DOUGLAS KYZAR
Ronald Craig Morton
WILLIAM JOSEPH THOMPSON
Cindee Marie Herlocker

Other Offices

MASCAGNI WEALTH MANAGEMENT, INC. · CLINTON, MS
OSAIC WEALTH, INC. · CLINTON, MS
BRICK STREET FINANCIAL · CLINTON, MS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Clinton, MS
EDWARD JONES · CLINTON, MS
EDWARD JONES · CLINTON, MS
CETERA INVESTMENT ADVISERS LLC · JACKSON, MS
WELLS FARGO CLEARING SERVICES, LLC · JACKSON, MS

More in Clinton, MS

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