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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-07-22 |
Branch Locations
911 Porter Ave, Ocean Springs, MS 39564 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Memorial Asset Protection Plan Llc | Ocean Springs | MS | 07/2025 | Present |
| Simplicity Wealth | Summit | NJ | 07/2025 | Present |
| Bradford-O'KEefe Funeral Home | Ocean Spring | MS | 01/2010 | 07/2025 |
Memorial Asset Protection Plan LLC; not investment related; 911 Porter Ave, Ocean Springs MS 39564; Insurance Sales; 01/04/2010; Hours per month during trading hours 30; Sell Life Insurance & Annuities. Justin B. O'Keefe; not investment related; 911 Porter Ave, Ocean Springs MS 39564; Registered insurance agent; ENTER START DATE; Hours per month during trading hours 30; Sell Life Insurance & Annuities. Bradford-O'Keefe Funeral Home; not investment related; 611 Jackson Avenue, Ocean Springs, MS 39564; Managing Director; 01/04/2010; Hours per month during trading hours 30; Manage preplan funeral sales people. MAPP Holding Company, not investment related; LLC ; 911 Porter Avenue, Ocean Springs, MS 39564; Member; 10/18/2022; Hours per month during trading hours 30; The holding company owns LLC's related to insurance. Ohr-O'Keefe Museum of Art; not investment related; 386 Beach Blvd, Biloxi, MS 39530; Volunteer; 01/02/2023; Hours per month outside trading hours 4; On the Board of Directors & Finance Committee. I do not provide Advisory Services for the Ohr-O'Keefe Museum of Art.
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