Daniel Weatherton 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.
Daniel Weatherton’s longest registration is the current one, 2 years at Innovation Partners LLC since 2024. Before joining Catalyst Wealth Management in 2024, Daniel Weatherton was registered through GWN Securities Inc.
- – present · 2 yearsHouston, TX · Adviser representative · Firm CRD 329586
- Innovation Partners LLCAlso current– present · 2 yearsHouston, TX · Adviser representative and broker · Firm CRD 146344
- GWN Securities Inc.– · under a yearHouston, TX · Adviser representative · Firm CRD 128929
Investment adviser representative registrations
Daniel Weatherton 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 | 27 August 2023 |
| Series 7TO | General Securities Representative Examination | 26 July 2023 |
| SIE | Securities Industry Essentials Examination | 22 June 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel Joseph Weatherton
- CRD
- 7767748
- Firm
- Catalyst Wealth Management · CRD 329586
- Office
- Houston, TX
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Daniel Weatherton work?
Daniel Weatherton 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 Daniel Weatherton a financial advisor?
Yes. Daniel Weatherton has a current investment-adviser registration in Texas, through Catalyst Wealth Management since April 2024.
How many years of experience does Daniel Weatherton have?
Daniel Weatherton has 3 years in the financial industry, since July 2023, across 3 adviser firms.
What exams has Daniel Weatherton passed?
Daniel Weatherton has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in June 2023.
Where did Daniel Weatherton work before Catalyst Wealth Management?
Before Catalyst Wealth Management, Daniel Weatherton was registered through GWN Securities Inc., August 2023 to April 2024.
Where is Daniel Weatherton based?
Daniel Weatherton’s registered office is in Houston, TX.
Is Daniel Weatherton registered with FINRA?
Yes. Daniel Weatherton has a current broker registration, under CRD 7767748.
Source: FINRA BrokerCheck
How can I verify Daniel Weatherton’s record?
Search CRD 7767748 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Weatherton’s full registration record.
