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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-01 |
Branch Locations
5320 Northshore Drive, North Little Rock, AR 72118 • United States
101 Centennial Street, Suite D, La Plata, MD 20646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Investment Center Inc | La Plata | MD | 02/2015 | 11/2024 |
| Ic Advisory Services Inc | La Plata | MD | 02/2015 | 11/2024 |
| Sowell Management | La Plata | MD | 11/2024 | Present |
1. Wealth Management Partners, LLC; 101 Centennial Street, Suite D, La Plata, MD, 20646; investment-related; Managing Partner; Starting date 08/2004; DBA used to provide and market insurance and financial services, investment advisory services offered through Sowell Management. 2. Maryland Insurance License; 101 Centennial Street, Suite D, La Plata, MD, 20646; investment-related; Licensed Insurance Agent with lines of authority to sell accident, health, sickness, life, variable life & annuities; Starting 10/1998; Holds appointments with various insurance companies for the sale of life insurance products. 3. Ramco Holdings, LLC; 101 Centennial Street, Suite D, La Plata, MD, 20646; investment-related; Managing Member; Starting 12/2007; entity used in purchase of land holdings and owns/manages business office for Wealth Management Partners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-05 |
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