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1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-05 |
| MS | RA | APPROVED | 2025-09-05 |
| AL | RA | APPROVED | 2023-05-02 |
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
1600 Highway 6 Suite 340, Sugar Land, TX 77478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roberts Wealth Management Of Ms, Llc | Biloxi | MS | 01/2014 | Present |
| Foundations Investment Advisors, Llc | Biloxi | MS | 04/2017 | Present |
| Roberts Wealth Management, Llc | Sugar Land | TX | 03/2023 | Present |
| Rwm Capital, Llc | Sugar Land | TX | 03/2023 | Present |
| Rwm Capital, Llc | Sugar Land | TX | 05/2023 | Present |
1.) Robert Wealth Management of MS, LLC; it is investment related; 2550 Marshall Rd, Ste. 400, Biloxi, MS 39531; Fixed Annuities and Life Insurance Agency; since 01/2014; at least 80 hours per month during market trading hours; President and independent agent. 2.) Robert Wealth Management, LLC; it is investment related; 1650 Highway 6, Suite 250, Sugar Land TX 77478; Fixed Annuities and Life Insurance Agency; since 03/2023; at least 80 hours per month during market trading hours; President and independent agent. 3.) RWM Capital, LLC; Investment Related; 1650 Highway 6, Suite 250, Sugar Land TX 77478; RIA; Managing Member/IAR; Start Date 03/2023; at least 80 hours per month during market trading hours; 4.) Foundations Investment Advisors, LLC; Investment Related; Biloxi, MS; RIA; IAR; Start Date 04/2017; at least 80 hours per month during market trading hours; 5.) Brazmerica Properties, LLC; it is investment related; 2555 Marshall Rd. Suite C-1 Biloxi, MS, 39531; Real estate; resumed 12/2022; 2 hours a month not during market trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-16 |
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