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Advisor at IMPACT PARTNERSHIP WEALTH, LLC
Ocean Springs, MS | MARIETTA, GA | Daphne, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| IMPACT PARTNERSHIP WEALTH, LLC | Independent wealth | Jan 6, 2026 | n/a | yes | Ocean Springs, MS|MARIETTA, GA|Daphne, AL | Current employment |
| RWM CAPITAL, LLC | Independent wealth | Aug 15, 2023 | Dec 4, 2025 | no | SUGAR LAND, TX|Biloxi, MS | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 4, 2021 | Mar 2, 2023 | no | FAIRHOPE, AL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jul 3, 2018 | Jun 10, 2021 | no | SPANISH FORT, AL|BIRMINGHAM, AL|FAIRHOPE, AL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RWM CAPITAL, LLC | IMPACT PARTNERSHIP WEALTH, LLC | Dec 4, 2025 | Jan 6, 2026 | 33 | Firm change | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RWM CAPITAL, LLC | Mar 2, 2023 | Aug 15, 2023 | 166 | Firm change | Wirehouse to RIA |
| WELLS FARGO ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Jun 10, 2021 | Jun 4, 2021 | -6 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:7691:AL:2021-06-08 | Jun 10, 2021 | Jun 4, 2021 | FAIRHOPE, AL | Firm change |