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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-02-11 |
Branch Locations
5320 Northshore Drive, North Little Rock, AR 72118 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allstate Insurance Co | Dartmouth | MA | 12/2013 | 06/2020 |
| Southcoast Ins Group | Dartmouth | MA | 12/2013 | Present |
| Sowell Management | Dartmouth | MA | 02/2026 | Present |
1) Southcoast Financial Group; 84 Faunce Cnr Rd, Dartmouth, MA; investment-related; Owner/Financial Advisor; starting 01/2023; DBA used to provide and market insurance and financial services, investment advisory services offered through Sowell Management. 2) Southcoast Insurance Group; Dartmouth, MA; investment-related; Owner/Licensed Insurance Producer with lines of authority to sell property, casualty, life, accident, and health policies; starting 12/2013; Approximately 80 hrs, with 40 hrs during trading hours, a month dedicated to this activity; involves the sale of insurance products and policies for a commission. 3) C&E Real Estate Holdings LLC; Dartmouth, MA; investment-related; Owner; Starting 01/2024; less than 5 hours a month spent during and outside trading hours dedicated to this activity; real estate holding company for the purpose of purchase, sale, development, and leasing real estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-20 |
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