Search icon

Simplified Wealth Management, LLC

Company Details

Name: Simplified Wealth Management, LLC
Jurisdiction: MISSISSIPPI
Business Type: Limited Liability Company
Status: Good Standing
Effective Date: 15 Mar 2018 (7 years ago)
Business ID: 1141787
ZIP code: 39402
County: Lamar
State of Incorporation: MISSISSIPPI
Principal Office Address: 14 Orleans Dr. Hattiesburg, MS 39402

Agent

Name Role Address
Kevin McCormick Agent 30 Monarch Boulevard, Hattiesburg, MS 39402

Manager

Name Role Address
Kevin A MCCORMICK Manager 30 Monarch Boulevard, Hattiesburg, MS 39402

Filings

Type Status Filed Date Description
Annual Report LLC Filed 2025-01-27 Annual Report For Simplified Wealth Management, LLC
Annual Report LLC Filed 2024-01-30 Annual Report For Simplified Wealth Management, LLC
Amendment Form Filed 2023-07-12 Amendment For Simplified Wealth Management, LLC
Annual Report LLC Filed 2023-01-19 Annual Report For Simplified Wealth Management, LLC
Annual Report LLC Filed 2022-02-09 Annual Report For Simplified Wealth Management, LLC
Amendment Form Filed 2021-08-25 Amendment For Simplified Wealth Management, LLC
Annual Report LLC Filed 2021-02-25 Annual Report For Simplified Wealth Management, LLC
Annual Report LLC Filed 2020-01-06 Annual Report For Simplified Wealth Management, LLC
Annual Report LLC Filed 2019-02-25 Annual Report For Simplified Wealth Management, LLC
Formation Form Filed 2018-03-15 Formation For Simplified Wealth Management, LLC

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7606917003 2020-04-07 0470 PPP 6668 U S HIGHWAY 98, HATTIESBURG, MS, 39402-7981
Loan Status Date 2021-01-13
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19600
Loan Approval Amount (current) 19600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 2408
Servicing Lender Name Regions Bank
Servicing Lender Address 1900 Fifth Avenue North, BIRMINGHAM, AL, 35203
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address HATTIESBURG, LAMAR, MS, 39402-7981
Project Congressional District MS-04
Number of Employees 2
NAICS code 523920
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 2408
Originating Lender Name Regions Bank
Originating Lender Address BIRMINGHAM, AL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 19719.21
Forgiveness Paid Date 2020-12-02
3739587300 2020-04-29 0470 PPP 6668 U S HIGHWAY 98 Suite A, HATTIESBURG, MS, 39402-7982
Loan Status Date 2021-03-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 3670
Loan Approval Amount (current) 3670
Undisbursed Amount 0
Franchise Name -
Lender Location ID 39604
Servicing Lender Name The Citizens National Bank of Meridian
Servicing Lender Address 512 22nd Ave, MERIDIAN, MS, 39301-5853
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address HATTIESBURG, LAMAR, MS, 39402-7982
Project Congressional District MS-04
Number of Employees 1
NAICS code 523930
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Sole Proprietorship
Originating Lender ID 39604
Originating Lender Name The Citizens National Bank of Meridian
Originating Lender Address MERIDIAN, MS
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 3699.05
Forgiveness Paid Date 2021-02-10

Date of last update: 01 Apr 2025

Sources: Mississippi Secretary of State