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Advisor at CATALYST WEALTH MANAGEMENT LLC
HOUSTON, TX | CONROE, TX
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 |
|---|---|---|---|---|---|---|
| CATALYST WEALTH MANAGEMENT LLC | Independent wealth | Apr 19, 2024 | n/a | yes | HOUSTON, TX|CONROE, TX | Current employment |
| GWN SECURITIES INC. | Bd affiliated wealth | Jun 30, 2022 | Apr 19, 2024 | no | PALM BEACH GARDENS, FL|HOUSTON, TX|PALM BEACH GARDENS, FL | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Sep 21, 2020 | Jun 29, 2022 | no | HOUSTON, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GWN SECURITIES INC. | CATALYST WEALTH MANAGEMENT LLC | Apr 19, 2024 | Apr 19, 2024 | 0 | Firm change | Ibd to new firm |
| EQUITABLE ADVISORS, LLC | GWN SECURITIES INC. | Jun 29, 2022 | Jun 30, 2022 | 1 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 128929:329586:FL:2024-04-16 | Apr 19, 2024 | Apr 19, 2024 | PALM BEACH GARDENS, FL | Firm change |
| 6627:128929:TX:2022-06-27 | Jun 29, 2022 | Jun 30, 2022 | HOUSTON, TX | Firm change |