Coleman Davis has been an investment adviser representative at Catalyst Wealth Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
Catalyst Wealth Management LLC is a Houston, TX firm with $105M under management, 9,549 clients and 25 advisers across 14 offices, as of its September 2026 filing.
Coleman Davis’ longest registration is the current one, 2 years at Catalyst Wealth Management since 2024. Before joining Catalyst Wealth Management in 2024, Coleman Davis was registered through GWN Securities Inc.
- – present · 2 yearsHouston, TX · Adviser representative · Firm CRD 329586
- GWN Securities Inc.– · 1 yearHouston, TX · Adviser representative · Firm CRD 128929
Investment adviser representative registrations
Coleman Davis is registered as an investment adviser representative in Texas, since April 2024.
- TexasSince 19 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 6 February 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 May 2022 |
| Series 7TO | General Securities Representative Examination | 8 October 2021 |
| SIE | Securities Industry Essentials Examination | 2 July 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Coleman Crawford Davis
- CRD
- 7410905
- Firm
- Catalyst Wealth Management · CRD 329586
- Office
- Houston, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- October 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Coleman Davis work?
Coleman Davis is an investment adviser representative registered through Catalyst Wealth Management LLC since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Coleman Davis a financial advisor?
Yes. Coleman Davis has a current investment-adviser registration in Texas, through Catalyst Wealth Management since April 2024.
How many years of experience does Coleman Davis have?
Coleman Davis has 5 years in the financial industry, since October 2021, across 2 adviser firms.
What exams has Coleman Davis passed?
Coleman Davis has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in July 2021.
Where did Coleman Davis work before Catalyst Wealth Management?
Before Catalyst Wealth Management, Coleman Davis was registered through GWN Securities Inc., February 2023 to April 2024.
Where is Coleman Davis based?
Coleman Davis’ registered office is in Houston, TX.
Is Coleman Davis registered with FINRA?
Yes. Coleman Davis has a current broker registration, under CRD 7410905.
Source: FINRA BrokerCheck
How can I verify Coleman Davis’ record?
Search CRD 7410905 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Coleman Davis’ full registration record.
