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14 Orleans Drive, Hattiesburg, MS 39402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2022-02-16 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmark National Bank | Hattiesburg | MS | 04/2017 | 11/2019 |
| Regions Financial Corp | Hattiesburg | MS | 08/2014 | 04/2017 |
| Thrivent Investment Management Inc | Hattiesburg | MS | 08/2019 | 12/2021 |
| Thrivent Financial | Appleton | WI | 11/2019 | 03/2020 |
| Thrivent Financial | Appleton | WI | 03/2020 | 12/2021 |
| Simplified Wealth Management | Hattiesburg | MS | 02/2022 | Present |
INSURANCE SALES; INVESTMENT-RELATED; HATTIESBURG, MS; INSURANCE AGENT; 2022; APPROXIMATELY 10 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-02 |
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