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Lacy Geil Mulroy

Simplicity Wealth

Mobile, AL

Summit, NJ

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Current Employers
Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-07-14
  • AL RA
    APPROVED
    Since 2026-07-14

Branch Locations

22 Mobile St. N Suite A, Mobile, AL 36607 • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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
United Capital Financial Advisors, Llc Irving TX 02/2018 03/2025
United Capital Financial Advisers, Llc Newport Beach CA 08/2016 02/2018
Mobile Bay Wealth Management, Llc Mobile AL 09/2025 Present
Unemployed Mobile AL 04/2025 08/2025
Simplicity Wealth Summit NJ 07/2026 Present
  • 02/2018 → 03/2025
    United Capital Financial Advisors, Llc
    Irving, TX
  • 08/2016 → 02/2018
    United Capital Financial Advisers, Llc
    Newport Beach, CA
  • 09/2025 → Present
    Mobile Bay Wealth Management, Llc
    Mobile, AL
  • 04/2025 → 08/2025
    Unemployed
    Mobile, AL
  • 07/2026 → Present
    Simplicity Wealth
    Summit, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-03
  • S65 Uniform Investment Adviser Law Examination
    2018-02-03

View on SEC IAPD

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