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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-08 |
Branch Locations
317 State Street, Guthrie Center, IA 50115 • United States
10935 Estate Lane Suite 102, Dallas, TX 75238 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maripau Wealth Management Llc | Fort Wayne | IN | 04/2023 | 05/2023 |
| Simplify Enterprises Llc | Dallas | TX | 01/2020 | Present |
| Five Rings Financial | Dallas | TX | 10/2014 | 12/2019 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 05/2023 | Present |
Simplify Arms & Ammo LLC, 1835 Smooth Creek Rd. #A, Wakahachie, TX, Non investment related. Federally licensed firearms manufacturer. Co-owner. 10-14-2020 start date. 4 hours per month spent, 0 hours spent during trading hours. Duties - order fulfillment and customer acquisition. Simplify Enterprises, LLC d/b/a Simplify Wealth Partners, non investment related. 3148 Feathercrest Lane, Crandall, TX 75114. Licensed Insurance and Annuity Broker. CEO/Co-owner of Agency / Principal. 1/27/2020 start date. 40 hours per month spent, 10 hours spent during trading hours. Train and recruit agents, sale and service insurance related book of business, occasional consulting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-23 |
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