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Scott Francis Davis

Impact Partnership Wealth, LLC

Daphne, AL

Ocean Springs, MS

Marietta, GA

CRD 8089964

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Employer firm

Impact Partnership Wealth, LLC CRD 313928

$2.96B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Impact Partnership Wealth, Llc

1688 White Circle Nw, Marietta, GA 30066 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-03-09
MS RA APPROVED 2025-12-04
  • AL RA
    APPROVED
    Since 2026-03-09
  • MS RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2025 → 11/2025
    Sugar Land, TX
  • 11/2016 → 04/2025
    Nma (Neuromonitoring Associates)
    Las Vegas, NV
  • 07/2012 → 10/2022
    Lsu Health Sciences Center
    New Orleans, LA
  • 07/2010 → 10/2022
    Tulane University
    New Orleans, LA
  • 03/2015 → 11/2016
    Sentient Medical Systems
    Hunt Valley, MD
  • 04/2025 → 11/2025
    Roberts Wealth Management, Llc
    Sugar Land, TX
  • 11/2025 → Present
    Marietta, GA
  • 11/2025 → Present
    Catalyst Wealth Advisory
    Ocean Springs, MS
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-30
  • S65 Uniform Investment Adviser Law Examination
    2025-05-30

View on SEC IAPD

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