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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-03-09 |
| MS | RA | APPROVED | 2025-12-04 |
Branch Locations
1716-A Main St, Daphne, AL 36526 • United States
703 Bellande Ave, Ocean Springs, MS 39564 • United States
1688 White Circle Nw, Marietta, GA 30066 • 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 |
|---|---|---|---|---|
| Rwm Capital, Llc | Sugar Land | TX | 05/2025 | 11/2025 |
| Nma (Neuromonitoring Associates) | Las Vegas | NV | 11/2016 | 04/2025 |
| Lsu Health Sciences Center | New Orleans | LA | 07/2012 | 10/2022 |
| Tulane University | New Orleans | LA | 07/2010 | 10/2022 |
| Sentient Medical Systems | Hunt Valley | MD | 03/2015 | 11/2016 |
| Roberts Wealth Management, Llc | Sugar Land | TX | 04/2025 | 11/2025 |
| Impact Partnership Wealth, Llc | Marietta | GA | 11/2025 | Present |
| Catalyst Wealth Advisory | Ocean Springs | MS | 11/2025 | Present |
1) Catalyst Wealth Advisory; Yes Investment Related; 703 Bellande Ave Ocean Springs, MS 39564; Annuities & Life Insurance; Financial Advisor; 11/2025; 80hrs/Mo; 80hrs/Mo during Securities Trading Hours; Financial Advisory Services including the sale of annuities and life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
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