DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at IMPACT PARTNERSHIP WEALTH, LLC
Ocean Springs, MS | Daphne, AL | MARIETTA, GA
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 | Dec 12, 2025 | n/a | yes | Daphne, AL|MARIETTA, GA|Ocean Springs, MS | Current employment |
| RWM CAPITAL, LLC | Independent wealth | Oct 4, 2023 | Dec 4, 2025 | no | Biloxi, MS|SUGAR LAND, TX | Previous registration |
| FOUNDATIONS INVESTMENT ADVISORS LLC | Independent wealth | Oct 14, 2021 | Oct 30, 2024 | no | BILOXI, MS|PHOENIX, AZ|Pensacola, FL|Mobile, AL|Daphne, AL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jun 23, 2015 | Aug 24, 2021 | no | BILOXI, MS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RWM CAPITAL, LLC | IMPACT PARTNERSHIP WEALTH, LLC | Dec 4, 2025 | Dec 12, 2025 | 8 | Firm change | RIA to RIA |
| FOUNDATIONS INVESTMENT ADVISORS LLC | RWM CAPITAL, LLC | Oct 30, 2024 | Oct 4, 2023 | -392 | Firm change after gap | RIA to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FOUNDATIONS INVESTMENT ADVISORS LLC | Aug 24, 2021 | Oct 14, 2021 | 51 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 310635:313928:TX:2025-12-04 | Dec 4, 2025 | Dec 12, 2025 | SUGAR LAND, TX | Firm change |
| 175083:310635:AL:2024-10-30 | Oct 30, 2024 | Oct 4, 2023 | DAPHNE, AL | Firm change after gap |