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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-01 |
Branch Locations
101 Centennial Street, Suite D, La Plata, MD 20646 • 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 |
|---|---|---|---|---|
| The Investment Center, Inc. | La Plata | MD | 04/2022 | 11/2024 |
| Salisbury University | Salisbury | MD | 08/2016 | 05/2018 |
| Comprehensive Financial Solutions | Salisbury | MD | 06/2017 | 11/2017 |
| N/A | La Plata | MD | 05/2018 | 09/2018 |
| Lee, Sipe & Associates | Rockville | MD | 09/2018 | 12/2018 |
| Inner Alpha Fitness | La Plata | MD | 09/2018 | 04/2022 |
| Ic Advisory Services, Inc. | La Plata | MD | 09/2022 | 11/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2024 | Present |
| Sowell Management Services Dba Wealth Management Partners | La Plata | MD | 11/2024 | Present |
1. Sowell Management Services dba Wealth Management Services. Investment Related. At registered Location. RIA. IAR. 4/2022. 120. 120. IAR 2. Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 11/2023. 5. 5. Provide insurance advice based on the needs of client(s). 3. Wealth Management Partners, LLC; 101 Centennial Street, Suite D, La Plata, MD, 20646; investment-related; financial advisor and insurance agent; Starting date 04/2022; DBA used to provide and market insurance and financial services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-12 |
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