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Element Wealth, LLC CRD 114968
$744M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-05-16 |
Branch Locations
800 Woodlands Pky Suite 201, Ridgeland, MS 39157 • 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 |
|---|---|---|---|---|
| Coker & Palmer | Jackson | MS | 10/2000 | 05/2025 |
| Element Wealth Llc | Ridgeland | MS | 05/2025 | Present |
Morse Speech Pathology Services LLC 4614 Friar Circle Jackson MS 39211 CFO - 2 hr/month none during market hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-19 |
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