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Kali Nevaeh Plunket

Simplified Wealth Management

Hattiesburg, MS

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Current Employers
Simplified Wealth Management

14 Orleans Drive, Hattiesburg, MS 39402 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2025-10-27
  • MS RA
    APPROVED
    Since 2025-10-27

Branch Locations

14 Orleans Drive, Hattiesburg, MS 39402 • 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
Simplified Wealth Management Hattiesburg MS 07/2025 Present
Glory Bound Gyro Co. Hattiesburg MS 09/2023 07/2025
Southern Direct Fiber Diamondhead MS 04/2024 Present
Posey'S Restaurant Hazel Green AL 05/2021 06/2023
Full-Time Student Hazel Green AL 10/2015 05/2023
Tabella Hattiesburg MS 08/2023 09/2023
University Of Southern Mississippi Hattiesburg MS 08/2023 Present
  • 07/2025 → Present
    Hattiesburg, MS
  • 09/2023 → 07/2025
    Glory Bound Gyro Co.
    Hattiesburg, MS
  • 04/2024 → Present
    Southern Direct Fiber
    Diamondhead, MS
  • 05/2021 → 06/2023
    Posey'S Restaurant
    Hazel Green, AL
  • 10/2015 → 05/2023
    Full-Time Student
    Hazel Green, AL
  • 08/2023 → 09/2023
    Tabella
    Hattiesburg, MS
  • 08/2023 → Present
    University Of Southern Mississippi
    Hattiesburg, MS
Other Businesses

(1) INSURANCE AGENT- INVESTMENT RELATED - HATTIESBURG, MISSISSIPPI, INSURANCE SALES, AGENT SINCE 2025; DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. (2) SOUTHERN DIRECT FIBER; NOT INVESTMENT RELATED; DIAMODHEAD, MISSISSIPPI; OFFICE COORDINATOR; DEVOTES LESS THAN 10% OF TIME DURING WORKING/TRADING HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-17
  • S65 Uniform Investment Adviser Law Examination
    2025-09-17

View on SEC IAPD

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