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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-24 |
Branch Locations
5320 Northshore Drive, North Little Rock, AR 72118 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Cayucos | CA | 09/2000 | 11/2020 |
| Wealthsource Partners, Llc | Cayucos | CA | 01/2021 | Present |
| Sowell Management | North Little Rock | AR | 02/2022 | Present |
1) JOHN BERNARD MCMANUS IV; INVESTMENT-RELATED BUSINESS; 696 SOUTH OCEAN AVENUE, CAYUCOS, CALIFORNIA 93430; INSURANCE SALES; SOLE PROPRIETOR AND AGENT; AUGUST 2005 START DATE; 2 HOURS/MONTH DEVOTED; 2 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES. _____ ¦ _____ 2) CENTRAL COAST WEALTH ADVISORS LLC DBA CAYUCOS WEALTH; INVESTMENT RELATED; 696 SOUTH OCEAN AVENUE, CAYUCOS, CALIFORNIA 93430; ASSIGNEE FOR JOHN BERNARD MCMANUS IV'S FEES AS AN INVESTMENT ADVISER REPRESENTATIVE AND INSURANCE AGENT; OWNER; START: 12/01/2020; Non-registered DBA, ALL MANAGEMENT, FINANCIAL AND OPERATIONAL DUTIES. _____ ¦ _____ 3) RESIDENTIAL APARTMENT RENTAL PROPERTY; INVESTMENT-RELATED BUSINESS; 1228 PALM STREET, SAN LUIS OBISPO, CALIFORNIA 93401; RENTAL PROPERTY; OWNER; OCTOBER 6, 2016 START DATE; 0.16 HOURs/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; NO DUTIES. _____ ¦ _____ 4) RESIDENTIAL APARTMENT RENTAL PROPERTY; INVESTMENT-RELATED BUSINESS; 9115 AVONNE AVENUE, SAN SIMEON, CALIFORNIA 93452; RENTAL PROPERTY; CO-OWNER; DECEMBER 31, 2013 START DATE; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; NO DUTIES. _____ ¦ _____ 5) CABRON LLC; INVESTMENT-RELATED BUSINESS; PRIVATE RESIDENCE; GENERAL PARTNERSHIP BASED PASSIVE REAL ESTATE INVESTMENT VEHICLE; MEMBER; OCTOBER 16, 2019 START DATE; 0.33 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ACCOUNTING DUTIES. _____ ¦ _____ 6) CABRONISIMO LLC; INVESTMENT-RELATED BUSINESS; PRIVATE RESIDENCE; GENERAL PARTNERSHIP BASED PASSIVE REAL ESTATE INVESTMENT VEHICLE; MEMBER; AUGUST 10, 2020 START DATE; 1.25 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ACCOUNTING AND TAX DUTIES. _____ ¦ _____ 7) JOHN BERNARD MCMANUS IV; NOT INVESTMENT-RELATED; PRIVATE RESIDENCE; TRUSTEE FOR THE MARTHA E. MCMANUS TRUST (GRANDMOTHER); JULY 13, 1990 START DATE; 0.3 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; ACCOUNTING, BILL PAYING AND TRUSTEE DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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