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3710 Sinton Road Suite 100, Colorado Springs, CO 80907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-07-13 |
| CO | RA | APPROVED | 2026-07-07 |
Branch Locations
3710 Sinton Road Suite 100, Colorado Springs, CO 80907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sowell Management Services | North Little Rock | AR | 05/2007 | 06/2021 |
| Mutual Advisors, Llc. | Casper | WY | 06/2021 | 06/2022 |
| Planwiser Financial | Colorado Springs | CO | 06/2026 | Present |
| Signal Advisors | Detroit | MI | 06/2022 | 06/2026 |
1. Lingo Consulting, Start Date: 07/01/2021, 67 Greystone Drive., Greenbrier, AR 72058, S-Corp, Consulting, Owner, To consult with companies on their technology needs and overall operations, the goal is to help others streamline their processes using technology that fits their business model, Not Investment Related, 5 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-03 |
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