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Juli-Ann Lenora Marquette

Element Wealth, LLC

Ridgeland, MS

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Current Employers
Element Wealth, Llc

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-09-14
MS RA APPROVED 2021-09-14
TX RA APPROVED 2021-09-14
  • LA RA
    APPROVED
    Since 2021-09-14
  • MS RA
    APPROVED
    Since 2021-09-14
  • TX RA
    APPROVED
    Since 2021-09-14

Branch Locations

800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • 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
Element Wealth, Llc Ridgeland MS 11/2017 Present
Bankplus Ridgeland MS 04/2007 10/2017
  • 11/2017 → Present
    Ridgeland, MS
  • 04/2007 → 10/2017
    Bankplus
    Ridgeland, MS
Other Businesses

Pine Properties, LLC Not investment related 631 Chickasaw Ave, Jackson MS 39206 Rental Property LLC member / managing member April 2016 approx 5-10 hours total per month; rental collections, property management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-23
  • S65 Uniform Investment Adviser Law Examination
    2021-08-23
Other Names
  • Juli-Ann Evans

View on SEC IAPD

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