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161 Washington Street, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-08-26 |
Branch Locations
2895 Highway 190 Ste 234, Mandeville, LA 70471 • United States
5718 Westheimer Rd Suite 920, Houston, TX 77057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Arizona Global Campus | Tucson | AZ | 06/2023 | Present |
| Bellevue University | Bellevue | NE | 12/2021 | Present |
| Maryville University | Town And Country | MO | 08/2020 | Present |
| University Of Southern Mississippi | Hattiesburg | MS | 08/2023 | 05/2024 |
| Weekends Only | Webster | MO | 01/2020 | 03/2020 |
| Family Workforce Centers Of America | St. Louis | MO | 03/2019 | 01/2020 |
| Experience On Demand | St. Louis | MO | 08/2018 | 04/2019 |
| Ascension Health | St. Louis | MO | 01/2016 | 08/2018 |
| Unemployed | Ballwin | MO | 03/2020 | 08/2020 |
| Louisiana State University Of Alexandria | Mandeville | LA | 08/2024 | 10/2024 |
| Consortium Private Wealth, Llc | Mandeville | LA | 12/2024 | 08/2025 |
| Hornor, Townsend, & Kent Llc | Wilmington | DE | 08/2025 | Present |
1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2895 HWY 190 STE 234, Mandeville, LA 70471 | START DATE: 08/05/2025 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 25 | APPROX TRADING HRS PER MTH: 100 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS. 2)NAME OF ACTIVITY NORTH AMERICAN INSURANCE | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: BROKER | ADDRESS: 2500 LEGACY DRIVE #130, FRISCO, TX 75034 | START DATE: 05/2025 | NATURE OF ACTIVITY: LIFE INSURANCE ONLINE PLATFORM | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 5 | DESCRIPTION OF DUTIES: : INSURANCE SALES AND SERVICE. 3)NAME OF ACTIVITY: L.D. SIMPSON, LLC | INVESTMENT RELATED: YES | DBA NAME: L.D. SIMPSON, LLC | POSITION HELD: OWNER | ADDRESS: 7114 EDGEWATER DR. MANDEVILLE, LA 70471 | START DATE: 07/2022 | NATURE OF ACTIVITY: INVESTMENT HOLDING COMPANY | APPROX HRS PER MTH: 5 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: ENTITY USED FOR PERSONAL SECURITIES ACCOUNTS. 4)NAME OF ACTIVITY: ALB INSURANCE | INVESTMENT RELATED: NO | DBA NAME: ALB INSURANCE | POSITION HELD: BROKER | ADDRESS: 1408 GABLES COURT #1, PLANO, TX 75075 | START DATE: 10/2022 | NATURE OF ACTIVITY: LIFE INSURANCE SALES | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE. 5)NAME OF ACTIVITY MEN OF ST. TAMMANY/MOST STEWARDSHIP GROUP | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: VP OF BUSINESS | ADDRESS: MANDERVILLE, LA 70471 | START DATE: 07/2025 | NATURE OF ACTIVITY: SOCIAL-BUSINESS ORGANIZATION PARTNERING WITH PENN MUTUAL FOR FINANCIAL ADVISING SERVICES | APPROX HRS PER MTH: 30 | APPROX TRADING HRS PER MTH: 30 | DESCRIPTION OF DUTIES: SOCIAL CONSULTING WITH COMMUNITY SERVICES. 6)NAME OF ACTIVITY NORTHSHORE ROBOTICS | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: BOARD VICE PRESIDENT | ADDRESS: 1 ST ANN DRIVE, STE 2579, MANDERVILLE, LA 70470 | START DATE: 06/01/2023 | NATURE OF ACTIVITY: PROVIDING STEM AND ART EDUCATION TO CHILDREN AGES 6-17 | APPROX HRS PER MTH: 10 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: ADMINISTARION AND NETWORKING. 7)NAME OF ACTIVITY: UNIVERSITY OF ARIZONA GLOBAL CAMPUS | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: PROFESSOR | ADDRESS: 7114 EDGEWATER DR, MANDEVILLE, LA 70471 | START DATE: 07/2023 | NATURE OF ACTIVITY: HIGHER EDUCATION | APPROX HRS PER MTH: 25 | APPROX TRADING HRS PER MTH: 25 | DESCRIPTION OF DUTIES: TEACHING EDUCATIONAL CLASSES FOCUSING ON; PSYCHOLOGY, RESEARCH & STATISTICS. 8)NAME OF ACTIVITY BELLEVUE UNIVERSITY | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: INSTRUCTOR | ADDRESS: 7114 EDGEWATER DR, MANDEVILLE, LA 70471 | START DATE: 12/2021 | NATURE OF ACTIVITY: HIGHER EDUCATION | APPROX HRS PER MTH: 25 | APPROX TRADING HRS PER MTH: 25 | DESCRIPTION OF DUTIES: TEACHING EDUCATIONAL CLASSES FOCUSING ON; PSYCHOLOGY, RESEARCH & STATISTICS. 9)NAME OF ACTIVITY MARYVILLE UNVIVERSITY | INVESTMENT RELATED: NO | DBA NAME: NA | POSITION HELD: INSTRUCTOR | ADDRESS: 7114 EDGEWATER DR, MANDEVILLE LA 70471 | START DATE: 08/2020 | NATURE OF ACTIVITY: INSTRUCTOR | APPROX HRS PER MTH: 25 | APPROX TRADING HRS PER MTH: 25 | DESCRIPTION OF DUTIES: TEACHING EDUCATIONAL CLASSES FOCUSING ON; PSYCHOLOGY, RESEARCH & STATISTICS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-11 |
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