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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-06-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Self-Employed | Cayucos | CA | 01/2014 | Present |
| Sowell Management | Cayucos | CA | 02/2022 | Present |
| California Polytechnic State University | San Luis Obispo | CA | 08/2019 | 06/2021 |
| Cuesta College | San Luis Obispo | CA | 08/2015 | 05/2019 |
| Central Coast Wealth Advisors D/B/A Cayucos Wealth | Cayucos | CA | 01/2021 | Present |
| California Polytechnic State University | San Luis Obispo | CA | 09/2020 | 12/2020 |
| Edward Jones | Cayucos | CA | 05/2018 | 08/2018 |
1) Central Coast Wealth Advisors DBA Cayucos Wealth; Investment-Related; 696 South Ocean Ave, Cayucos, CA 93430; investment advisor & assistant; Starting: 01/2021; DBA used to provide and market financial services, investment advisory services offered through Sowell Management. 2) Rental Property, Not Investment Related, 660 Avalon St., Morro Bay, CA 93442, accounting as well as renovations, repairs, and maintenance, collecting rents, managing tenant needs, Starting 02/20/2025 3) Rental Property, Not Investment Related, 325 Surf St., Morro Bay, CA 93442, accounting as well as renovations, repairs, and maintenance, collecting rents, managing tenant needs, Starting 07/02/2026 4) Independent manager/handyman rental Properties, 9115 Avonne Ave., San Simeon, CA 93452 and 1228 Palm St., San Luis Obispo, CA 93401, general repair and maintenance, transportation of supplies and rubbish, forming lease agreements, Starting in 2013
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-16 |
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