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280 Towerview Court 1St Floor, Cary, NC 27513 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-13 |
| LA | RA | APPROVED | 2024-06-06 |
| NC | RA | APPROVED | 2022-07-13 |
| TX | RA | APPROVED | 2022-07-13 |
Branch Locations
280 Towerview Court 1St Floor, Cary, NC 27513 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sowell Management Services | North Little Rock | AR | 12/2015 | 07/2022 |
| Endurance Financial, Llc | Cary | NC | 10/2015 | Present |
| Ni Advisors, Inc. | Milpitas | CA | 05/2026 | Present |
Endurance FP - Provide tax planning and small business consulting to small and lower middle market businesses; consulting services include analysis of eight key areas of business fundamentals; ; non-investment related; conducted during market hours-approx. 80 hours per month. Independent licensed insurance agent; non-investment related; conducted during market hours-approx. 40 hours per month. Operate a solar energy company for investment in solar panels power systems; company is solely focused on Mr. West's investments and does not include any other individuals or entities; non-investment related; conducted during market hours-approx. 20 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-20 |
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