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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-07-19 |
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 |
|---|---|---|---|---|
| Lifesmart Financial | Little Rock | AR | 08/2018 | 03/2021 |
| Arvest Bank | Benton | AR | 12/2015 | 08/2018 |
| Sowell Managment | Little Rock | AR | 07/2020 | 03/2021 |
| Unemployed | Little Rock | AR | 03/2021 | 05/2021 |
| United Capital Financial Advisors, Llc | Irving | TX | 11/2023 | 07/2024 |
| Goldman Sachs & Co | Little Rock | AR | 05/2021 | 11/2023 |
| Sowell Management | North Little Rock | AR | 07/2024 | Present |
1) Arkansas Insurance License; investment-related; North Little Rock, AR; Licensed Insurance Producer with lines of authority for life insurance; starting 04/2018; less than 5 hours a month spent outside trading hours dedicated to this activity; sale of insurance products and policies for a commission. 2) Evergreen Assets LLC; Not investment -related; Little Rock, AR; LLC owns and manages rental property; 2 hours on a monthly basis devoted to this business and 1 hour a month during trading hours. 3) Travis Tax Services, LLC, Not Investment Related, Tax Preparation Services, Founder/CEO, Started 06/16/2025, 2 Hours a month are devoted to this business and .5 hours during trading hours, Preparing and filing tax returns for a fee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-16 |
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