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Current Employers
Catalyst Wealth Management Llc

1880 S Dairy Ashford Road Ste 300, Houston, TX 77077 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

1880 S Dairy Ashford Road Ste 300, Houston, TX 77077 • 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
Cypress Ranch High School Cypress TX 08/2016 05/2020
Texas Lutheran University Seguin TX 05/2020 08/2021
Blinn College Bryan TX 08/2021 08/2023
Texas Tech University Lubbock TX 08/2023 01/2026
Tega Kids Lubbock TX 08/2023 08/2024
Raiders Walk Apartments Lubbock TX 05/2022 08/2023
Innovation Partners Llc Houston TX 01/2026 Present
Catalyst Wealth Management Llc Houston TX 02/2026 Present
  • 08/2016 → 05/2020
    Cypress Ranch High School
    Cypress, TX
  • 05/2020 → 08/2021
    Texas Lutheran University
    Seguin, TX
  • 08/2021 → 08/2023
    Blinn College
    Bryan, TX
  • 08/2023 → 01/2026
    Texas Tech University
    Lubbock, TX
  • 08/2023 → 08/2024
    Tega Kids
    Lubbock, TX
  • 05/2022 → 08/2023
    Raiders Walk Apartments
    Lubbock, TX
  • 01/2026 → Present
    Innovation Partners Llc
    Houston, TX
  • 02/2026 → Present
    Houston, TX
Other Businesses

Eric Noel Ortiz is a registered representative. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Catalyst Wealth Management LLC always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services any representative of Catalyst Wealth Management LLC in such individual's outside capacity. Eric Noel Ortiz is a licensed insurance agent. This activity creates a conflict of interest since there is an incentive to recommend insurance products based on commissions or other benefits received from the insurance company, rather than on the client's needs. Additionally, the offer and sale of insurance products by supervised persons of Catalyst Wealth Management LLC are not made in their capacity as a fiduciary, and products are limited to only those offered by certain insurance providers. Catalyst Wealth Management LLC addresses this conflict of interest by requiring its supervised persons to act in the best interest of the client at all times, including when acting as an insurance agent. Catalyst Wealth Management LLC periodically reviews recommendations by its supervised persons to assess whether they are based on an objective evaluation of each client's risk profile and investment objectives rather than on the receipt of any commissions or other benefits. Catalyst Wealth Management LLC will disclose in advance how it or its supervised persons are compensated and will disclose conflicts of interest involving any advice or service provided. At no time will there be tying between business practices and/or services (a condition where a client or prospective client would be required to accept one product or service conditioned upon the selection of a second, distinctive tied product or service). No client is ever under any obligation to purchase any insurance product. Insurance products recommended by Catalyst Wealth Management LLC's supervised persons may also be available from other providers on more favorable terms, and clients can purchase insurance products recommended through other unaffiliated insurance agencies.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-08
  • S66 Uniform Combined State Law Examination
    2025-10-08
Other Names
  • Eric Ortiz

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