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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-01-07 |
| AL | RA | APPROVED | 2026-01-06 |
Branch Locations
1716-A Main St, Daphne, AL 36526 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | Fairhope | AL | 05/2018 | 06/2021 |
| Wells Fargo Bank Na | Spanish Fort | AL | 07/2014 | 06/2021 |
| University Of South Alabama Mitchell College Of Business | Mobile | AL | 08/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairhope | AL | 06/2021 | 03/2023 |
| Bank Of America, N.A. | Fairhope | AL | 08/2021 | 03/2023 |
| Rwm Capital, Llc | Biloxi | MS | 08/2023 | 12/2025 |
| Unemployed | Daphne | AL | 03/2023 | 07/2023 |
| Impact Partnership Wealth, Llc | Marietta | GA | 12/2025 | Present |
| Roberts Wealth Management | Daphne | AL | 08/2023 | 11/2025 |
| Catalyst Wealth Advisory, Llc | Ocean Springs | MS | 12/2025 | Present |
Catalyst Wealth Advisory LLC; Yes Investment Related; 703 Bellande Ave Ocean Springs, MS 39564; Writing Annuities; Partner, Financial Advisor; 12/2025; Approx. 16hrsMo; Approx. 16hrs/Mo during Securities Trading Hours; Recommend and write annuities for clients as part of a retirement plan.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-08 |
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