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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-09 |
Branch Locations
4400 Post Oak Pkwy Ste 1100, Houston, TX 77027 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Uber | Spring | TX | 06/2016 | 07/2018 |
| Wells Fargo Advisors Llc | The Woodlands | TX | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services Llc | The Woodlands | TX | 11/2016 | 08/2018 |
| Edward Jones | St Louis | MO | 08/2018 | 02/2023 |
| Weaver And Tidwell, L.L.P. | Houston | TX | 02/2023 | Present |
| Weaver Family Office Services, L.L.C. | Houston | TX | 02/2023 | Present |
| Weaver Capital Advisors, L.L.C. | Houston | TX | 02/2023 | Present |
| Sowell Management | Houston | TX | 02/2023 | Present |
1) Weaver and Tidwell, L.L.P. d/b/a Weaver Capital Advisors, L.L.C., and Weaver Family Office Services, L.L.C.; investment-related; 4400 Post Oak Pkwy, Suite 1100, Houston, TX 77027; financial advisory services; investment advisor; 02/2023; Employed by Weaver and Tidwell and working under affiliates Weaver Capital Advisors and Family Office Services, which act as a dba to market services including investment advisory services offered through Sowell Management registration. 2) Texas Insurance Producers License; investment-related; 4400 Post Oak Pkwy, Suite 1100, Houston, TX 77027; life, accident, health & HMO insurance sales; insurance agent; 01/2008; 15 hrs/month during trading hours; sale of insurance products for a commission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-03 |
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