Randi Laura Gibbons

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

• 02/2007 → 04/2017
  Disability
  Sagamore, MA
• 04/2017 → 09/2019
  Christmas Tree Shops
  Sagamore, MA
• 09/2019 → 03/2020
  Southcoast Sports Consignment
  East Wareham, MA
• 03/2020 → 06/2021
  Unemployed
  East Wareham, MA
• 06/2021 → 09/2024
  Arbor Insurance - Usa Wealth Group Inc.
  Dartmouth, MA
• 03/2024 → 09/2024
  Ae Wealth Management Llc
  Topeka, KS
• 10/2024 → Present
  Sowell Management
  Dartmouth, MA

Previous Registrations

• 2024-03-27 → 2024-09-20
  Ae Wealth Management, Llc
  Dartmouth, MA
• 2004-07-07 → 2006-10-13
  Woodbury Financial Services, Inc.
  Needham, MA
  Needham, MA
• 2002-09-10 → 2003-12-17
  1717 Capital Management Company
  Newton, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-05
• S66 Uniform Combined State Law Examination
  1997-09-02

Other Names

• Randi Laura Gibbons
• Randi Laura Bartick