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407 Highway 90, Suite F, Waveland, MS 39576 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-05-27 |
| LA | RA | APPROVED | 2026-05-07 |
| MS | RA | APPROVED | 2026-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rwm Capital, Llc | Biloxi | MS | 07/2025 | 09/2025 |
| Southern Insurance Professionals, Llc | Gulfport | MS | 04/2019 | 03/2026 |
| Ms Lending Llc | Ocean Springs | MS | 07/2020 | 01/2022 |
| The First Bank | Gulfport | MS | 08/2014 | 12/2019 |
| Impact Partnership Wealth, Llc | Marietta | GA | 01/2026 | 03/2026 |
| Hancock Whitney Bank | Gulfport | MS | 01/2020 | 07/2020 |
| Prism Wealth Partners, Llc | Waveland | MS | 03/2026 | Present |
| Prism Insurance Services Llc | Waveland | MS | 02/2026 | Present |
Prism Insurance Services LLC; Investment Related; Waveland, MS; Owner/Licensed Insurance Agent; Start Date: 02/2026; Approx. 20 hrs/Mo; Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-30 |
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