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14 Orleans Drive, Hattiesburg, MS 39402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-24 |
| LA | RA | APPROVED | 2019-01-02 |
| MS | RA | APPROVED | 2018-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hattiesburg | MS | 01/2016 | 07/2018 |
| Simplified Wealth Management | Hattiesburg | MS | 07/2018 | Present |
(1) 12/28/2017 - Stellar Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 12/27/16 - 80 Hours Per Month During Trading. (2) 05/07/2020 - Simplified Business Solutions - not Investment Related - At Reported Business Location - Health Insurance - Start Date 05/07/2020 - 5 Hours Per Month During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-16 |
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