Kimberly Dawn Smith

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 08/2017
  Stephens Inc.
  Rogers, AR
• 08/2017 → 04/2018
  First Christian Church Of Bentonville
  Bentonville, AR
• 04/2018 → 10/2018
  Raymond James Financial Services, Inc.
  Fayetteville, AR
• 08/2017 → 04/2018
  First Christian Church Of Bentonville
  Bentonville, AR
• 04/2018 → 10/2018
  Raymond James Financial Services, Inc.
  Fayetteville, AR
• 10/2018 → 07/2024
  Raymond James Financial Services, Inc.
  Fayetteville, AR
• 10/2018 → 07/2024
  Raymond James Financial Services Advisors, Inc.
  Fayetteville, AR
• 07/2020 → 07/2024
  White Rock Wealth Design
  Fayetteville, AR
• 04/2018 → 12/2021
  Taurus Financal Advisors Llc
  Fayetteville, AR
• 03/2022 → 01/2023
  International Cultural Exchange Services
  Rogers, AR
• 07/2024 → Present
  Sowell Management
  Rogers, AR

Previous Registrations

• 2018-11-13 → 2024-07-30
  Raymond James Financial Services Advisors, Inc
  Fayetteville, AR
  Fayetteville, AR
• 2014-09-04 → 2017-08-22
  Stephens
  Rogers, AR
• 2009-07-23 → 2014-09-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rogers, AR
  Rogers, AR

Exams

• S66 Uniform Combined State Law Examination
  2009-10-05
• S63 Uniform Securities Agent State Law Examination
  2003-08-04

Other Names

• Kimberly Dawn Thornhill
• Kimberly Dawn Bohlen
• Kimberly Dawn Thornhill
• Kimberly Dawn Thornhill
• Kimberly Dawn Thornhill