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1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-07-31 |
| AL | RA | APPROVED | 2025-10-22 |
| MS | RA | APPROVED | 2025-10-22 |
Branch Locations
9808 Millwood Circle Suite A, Daphne, AL 36527 • United States
1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
2555 Marshall Road Suite C-1, Biloxi, MS 39531 • United States
2315 Florida Street Ste 100, Mandeville, LA 70448 • United States
1110 Montlimar Drive Suite #120, Mobile, AL 36609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Biloxi | MS | 08/2022 | 10/2025 |
| Roberts Wealth Management | Biloxi | MS | 06/2020 | Present |
| Aflac | Biloxi | MS | 10/2016 | 06/2020 |
| N/A | Gulfport | MS | 01/2012 | 10/2016 |
| Rwm Capital, Llc | Sugar Land | TX | 10/2025 | Present |
~1.) Roberts Wealth Management - Investment-related - 2555 Marshal Rd Ste C Biloxi, MS 39532 - Insurance Representative (Medicare specialist) from June 2020 to Present - IAR at RWM Capital, LLC beginning October 2025 - 160 hours / month engaged in this business; 160 hours engaged in the business during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
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