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105 Garfeld St, Santa Rosa Beach, FL 32459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-01-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Sowell Management | North Little Rock | AR | 03/2020 | 04/2023 |
| Heritage Oak Wealth Advisors | Rogers | AR | 10/2019 | Present |
| Allstone Group | Springdale | AR | 09/2016 | 09/2019 |
| Heritage Oak Wealth Advisors | Rogers | AR | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-14 |
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