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.

Current firm

CATALYST WEALTH MANAGEMENT LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66|S63

First exam

May 18, 2022

First registration

Feb 6, 2023

Dual registered

yes, broker-dealer

Other names

COLEMAN CRAWFORD DAVIS|COLEMAN DAVIS

IAPD individual key

7410905

• Occurred

  Apr 17, 2024
  Advisor changed firm

  Coleman Crawford Davis left Gwn Securities Inc. for Catalyst Wealth Management Llc (registered 2024-04-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:bb2f0551-0e7b-4eb1-8346-a4001f2541e1

First observed

Feb 6, 2023

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.