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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 |
| FL | RA | APPROVED | 2025-12-26 |
| MS | RA | APPROVED | 2025-12-19 |
Branch Locations
703 Bellande Ave, Ocean Springs, MS 39564 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burlington Alliance Capital Management, Llc | Burlington | NC | 08/2022 | 05/2023 |
| Irby Group, Llc | Mobile | AL | 08/2021 | 02/2022 |
| City Of Meridian | Meridian | MS | 07/2017 | 07/2021 |
| Terra Strategies | Des Moines | IA | 09/2016 | 11/2016 |
| Unemployed | New Orleans | LA | 03/2022 | 08/2022 |
| Unemployed | Meridian | MS | 11/2016 | 12/2016 |
| John O'NEil Johnson Toyota | Meridian | MS | 01/2017 | 04/2017 |
| Unemployed | Meridian | MS | 05/2017 | 07/2017 |
| Travel & Leisure Co. | Orlando | FL | 09/2022 | 09/2022 |
| The Hope Center | Gretna | LA | 12/2022 | 04/2023 |
| Rwm Capital, Llc | Sugar Lane | TX | 05/2023 | 12/2025 |
| Impact Partnership Wealth, Llc | Topeka | KS | 12/2025 | Present |
| Catalyst Wealth Advisory | Pensacola | FL | 12/2025 | Present |
Catalyst Wealth Advisory; Yes Investment Related; 1211 N 6th Ave Pensacola, FL 32503; Insurance and Annuities; Financial Advisor; 12/2025; 40hrs/Mo; 25hrs/Mo during Securities Trading Hours; Advising clients on insurance/annuity recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-30 |
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