Patrick Joseph Bosworth

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:

Current Employers

Sowell Management

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-11-20

NJ RA
APPROVED

Since 2025-11-20

Branch Locations

Bernardsville, NJ • United States

5320 Northshore Drive, North Little Rock, AR 72118 • 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

Organization	City	State	From	To
Securian Financial Services Inc	St Paul	MN	09/2016	03/2017
Minnesota Life Insurance Co	St Paul	MN	09/2016	03/2017
Allied Wealth Partners	Martinsville	NJ	09/2016	03/2017
Giffen Solutions Inc Dba Medxcom	Hoboken	NJ	06/2015	06/2018
Xp Securities Llc	New York	NY	07/2018	04/2020
Eagle Eye Advisors	New York	NY	08/2020	Present
Sowell Management	Bernardsville	NJ	11/2025	Present
Unemployed	Bernardsville	NJ	05/2020	07/2020

09/2016 → 03/2017

Securian Financial Services Inc

St Paul, MN
09/2016 → 03/2017

Minnesota Life Insurance Co

St Paul, MN
09/2016 → 03/2017

Allied Wealth Partners

Martinsville, NJ
06/2015 → 06/2018

Giffen Solutions Inc Dba Medxcom

Hoboken, NJ
07/2018 → 04/2020

Xp Securities Llc

New York, NY
08/2020 → Present

Eagle Eye Advisors

New York, NY
11/2025 → Present

Sowell Management

Bernardsville, NJ
05/2020 → 07/2020

Unemployed

Bernardsville, NJ

Other Businesses

1) Eagle Eye; New York, NY; investment-related; partner & financial advisor; starting 08/2020; DBA used to provide and market financial services, investment advisory services offered through Sowell Management.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-11-12

S65 Uniform Investment Adviser Law Examination

2025-11-12

View on SEC IAPD