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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-07-14 |
Branch Locations
7047 East Greenway Parkway Suite 250, Scottsdale, AZ 85254 • United States
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Scottsdale | AZ | 08/2015 | 09/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2018 |
| Strategic Advisers Llc | Scottsdale | AZ | 10/2015 | 07/2018 |
| Silverhawk Asset Management, Llc | Scottsdale | AZ | 10/2018 | 05/2023 |
| Cwm, Llc | Omaha | NE | 05/2023 | 07/2023 |
| Silverhawk Insurance Services, Llc | Scottsdale | AZ | 01/2019 | 05/2023 |
| Sowell Management | Scottsdale, Az | AZ | 07/2023 | Present |
1) AZ Licensed Insurance Producer (Investment-Related); Scottsdale, AZ; Insurance Agent with Life, Accident, Health, and Sickness lines of authority; Starting: 03/2016; spends less than 10 hrs a month outside of market hours; sales of insurance policies and products for a commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-14 |
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