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Current Employers
Wealthharbor Capital Group, Llc

433 Metairie Rd Suite 500, Metairie, LA 70005 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
MS RA APPROVED 2025-01-01
LA RA APPROVED 2017-10-24
  • FL RA
    APPROVED
    Since 2025-01-01
  • MS RA
    APPROVED
    Since 2025-01-01
  • LA RA
    APPROVED
    Since 2017-10-24

Branch Locations

22 Doctor's Drive Suite C, Ocean Springs, MS 39564 • 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
Hooker, Walsh & Associates, Pllc Ocean Springs MS 11/1993 Present
Management Resource Group Llc Ocean Springs MS 04/1998 Present
Financial Management Solutions, Llc Ocean Springs MS 03/2004 10/2017
Wealthharbor Capital Group, Llc New Orleans LA 10/2017 Present
  • 11/1993 → Present
    Hooker, Walsh & Associates, Pllc
    Ocean Springs, MS
  • 04/1998 → Present
    Management Resource Group Llc
    Ocean Springs, MS
  • 03/2004 → 10/2017
    Financial Management Solutions, Llc
    Ocean Springs, MS
  • 10/2017 → Present
    New Orleans, LA
Previous Registrations
  • 2011-07-05 → 2017-10-09
    Financial Management Solutions, Llc
    Ocean Springs, MS
  • 2004-01-01 → 2005-04-13
    Ocean Springs, MS
  • 2002-03-08 → 2004-01-01
    Locust Street Securities, Inc.
    Ocean Springs, MS
  • 2002-07-12 → 2002-11-29
    Vestax Securities Corporation
    Ocean Springs, MS
Other Businesses

MRG INSURANCE SERVICES, NOT INVESTMENT RELATED, 22 DOCTORS DRIVE OS, MS 39564, INSURANCE AGENCY, PARTNER, 6/2002,10 HRS/ 10 HRS, MARKETING; HOOKER, WALSH & ASSOCIATES, PLLC, NOT INVESTMENT RELATED, 22 DOCTORS DRIVE SUITE C OCEAN SPRINGS, MS 39564, CPA FIRM, PARTNER, 11/1993, 20 HRS/ 20 HRS, CLIENT RELATIONSHIPS; MANAGEMENT RESOURCE GROUP, LLC, NOT INVESTMENT RELATED, 22 DOCTORS DRIVE SUITE C OCEAN SPRINGS, MS 39564, MEDICAL MANAGEMENT SUPPORT SERVICES, PARTNER, 3/1998, 50 HOURS/ 50 HOURS, MANAGEMENT OVERSIGHT; MRG MANAGEMENT SERVICES, LLC, NOT INVESTMENT RELATED, 110 OFFICE PARK SUITE 210 BIRMINGHAM, AL 35223, MEDICAL MANAGEMENT SUPPORT SERVICES, PARTNER, 6/2004, 10 HRS/ 10 HRS, MANAGEMENT OVERSIGHT; MRG MEDICAL SOLUTIONS, LLC, NOT INVESTMENT RELATED, 3340 PEACHTREE ROAD NE SUITE 600 ATLANTA, GA 30326, MEDICAL MANAGEMENT SUPPORT SERVICES, PARTNER, 6/2006, 10 HRS/ 10 HRS, MANAGEMENT OVERSIGHT; MRG OF LOUISIANA, NOT INVESTMENT RELATED, 22 DOCTORS DRIVE SUITE C OCEAN SPRINGS, MS 39564, MEDICAL MANAGEMENT SUPPORT SERVICES, PARTNER, 3/2010, 10 HRS/ 10 HRS, MANAGEMENT OVERSIGHT; FINANCIAL MANAGEMENT SOLUTIONS, LLC, INVESTMENT RELATED, 22 DOCTORS DRIVE SUITE C OCEAN SPRINGS, MS 39564, REGISTERED INVESTMENT ADVISORY FIRM, PARTNER, 3/2004

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-21
S63 Uniform Securities Agent State Law Examination 1999-07-16
  • S65 Uniform Investment Adviser Law Examination
    1999-10-21
  • S63 Uniform Securities Agent State Law Examination
    1999-07-16

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