Paul Douglas Roller

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2021 → 02/2023
  Simplified Wealth Management
  Hattiesburg, MS
• 06/2018 → 06/2020
  Franklin Umc
  Laurel, MS
• 06/2014 → 06/2018
  Hickory Grove Umc
  Sumrall, MS
• 07/2020 → 08/2020
  Lpl Financial
  Hattiesburg, MS
• 09/2020 → 04/2021
  Simplified Wealth Management
  Hattiesburg, MS
• 07/2022 → Present
  United Methodist Churches
  Hattiesburg, MS
• 06/2023 → 01/2024
  Woodbury Financial Services Inc
  Hattiesburg, MS
• 01/2024 → Present
  Osaic Wealth, Inc.
  Hattiesburg, MS

Previous Registrations

• 2023-06-06 → 2024-01-19
  Woodbury Financial Services, Inc.
  Hattiesburg, MS
• 2021-04-20 → 2023-02-28
  Simplified Wealth Management
  Hattiesburg, MS

Other Businesses

1. LIFE RELOADED LLC POSITION: Instructor/ Organizer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2015 ADDRESS: 107 Coastal Oak, Hattiesburg MS 39402, United States DESCRIPTION: I teach the National Rifle Association's Basic Pistol Course to Mississippi residents seeking an enhancement on their concealed carry l 2. HIGHLAND CAPITAL POSITION: agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2023 ADDRESS: 107 Coastal Oak, Hattiesburg MS 39402, United States DESCRIPTION: I submit applications, follow up on underwriting progress, obtain signatures, and deliver policies. 3. TRUE FREEDOM NATIONWIDE HOME CARE PLANS POSITION: Representative NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/24/2024 ADDRESS: 8250 Bryan Dairy Road, Suite 250, Largo FL 33777, United States DESCRIPTION: Sales Representative. As long as the person understands the product, can perform the 6 activities of daily living, and can drive they're eligible. True Freedom offers a service contract intended to delay or avoid someone's move to assisted living or a nursing home. 4. SELLING INSURANCE PRODUCTS POSITION: agent NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2023 ADDRESS: 107 Coastal Oak, Hattiesburg MS 39402, United States DESCRIPTION: I submit applications, follow up on underwriting progress, obtain signatures, and deliver policies. 5. COFFEE WITH THE PREACHER POSITION: secretary NATURE: This is a non-profit corporation that I helped a fellow Pastor set up for his online ministry. I help him by maintaining the corporate filings. I'm an unpaid volunteer/ friend of the ministry. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/23/2025 ADDRESS: 107 Coastal Oak, Hattiesburg MS 39402, United States DESCRIPTION: Once a year I confirm/ verify the corporate filings with the Mississippi Secretary of State's office. 6. TEACHER POSITION: Special Education Teacher NATURE: Public Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 150 START DATE: 01/05/2026 ADDRESS: 2543 Old Highway 24, Hattiesburg, MS 39402 DESCRIPTION: I'm responsible for assisting students who are having trouble understanding classroom teachers' assignments. 7. VALUES FINANCIAL LLC POSITION: Financial Professional NATURE: Ltd. Liability Corp. Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 12/01/2024 ADDRESS: 107 Coastal Oak, Hattiesburg MS 39402, United States DESCRIPTION: Pay expenses of Business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-03
• S65 Uniform Investment Adviser Law Examination
  2021-04-15

Other Names

• Doogie Roller