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Current Employers
Sowell Management

5320 Northshore Drive, North Little Rock, AR 72118 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-11-01
  • MD RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2015 → 11/2024
    The Investment Center Inc
    La Plata, MD
  • 02/2015 → 11/2024
    Ic Advisory Services Inc
    La Plata, MD
  • 11/2024 → Present
    La Plata, MD
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-08-15
S63 Uniform Securities Agent State Law Examination 1999-10-05
  • S65 Uniform Investment Adviser Law Examination
    2000-08-15
  • S63 Uniform Securities Agent State Law Examination
    1999-10-05
Designations
Other Names
  • Joyce Michele Ashburn

View on SEC IAPD

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