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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 | 2025-12-12 |
Branch Locations
1716-A Main St, Daphne, AL 36526 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
703 Bellande Ave, Ocean Springs, MS 39564 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Biloxi | MS | 03/2015 | 08/2021 |
| Bank Of America, N.A. | Biloxi | MS | 07/2015 | 08/2021 |
| Foundations Investment Advisors, Llc | Phoenix | AZ | 09/2021 | 10/2024 |
| Roberts Wealth Management, Llc | Biloxi | MS | 09/2021 | 09/2025 |
| Rwm Capital, Llc | Biloxi | MS | 09/2023 | 12/2025 |
| Impact Partnership Wealth, Llc | Marietta | GA | 12/2025 | Present |
| Catalyst Wealth Advisory | Ocean Springs | MS | 11/2025 | Present |
Catalyst Wealth Advisory, LLC; Yes Investment Related; 703 Bellande Ave. Ocean Springs, MS 39564; Offer retirement investments such as fixed indexed annuities, MYGA's, life insurance; CEO & Financial Advisor; 12/2025; Approx. 400hrs/Mo; Approx. 130hrs/Mo during Securities Trading Hours; Financial advisor and providing fiduciary investment and retirement advice to clients that may include insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-25 |
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