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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-11-08 |
Branch Locations
903 N. 47Th Street, Suite 101, Rogers, AR 72756 • 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 |
|---|---|---|---|---|
| Pensionmark Financial Group | Santa Barbara | CA | 08/2019 | 05/2021 |
| Walmart Inc. | Bentonville | AR | 07/2007 | 04/2018 |
| Red October Investments Llc | Rogers | AR | 03/2013 | Present |
| Teen Action Support Center (Tasc) | Rogers | AR | 07/2020 | 11/2021 |
| Lpl Financial, Llc | Rogers | AR | 06/2021 | 10/2024 |
| Sowell Management | Rogers | AR | 10/2024 | Present |
| Private Client Services | Rogers | AR | 03/2025 | Present |
1) Court Appointed Special Advocates (CASA) of Northwest Arkansas. 501(c)3, non-profit org, governed by a board of directors, serving foster children in Benton, Washington, Carroll, and Madison counties. CASA volunteer appointed by a judge to advocate for the best interests of children in foster care. Assigned case(s) and work until closed. 2 hrs/mo; 1 during trading hrs. Not investment related. 2) Sowell Management. 5320 Northshore Dr, North Little Rock, AR 72718. RIA. Director of Finance and Director of Trek Wealth Solutions. 168 hrs/mo; 126 during trading hrs. 3) Red October Investments. 15 Eddleston Dr, Bella Vista, AR 72758. Real Estate Development-residential rental property. Co-founder. Oversee property manager, maintain property, secure financing, and manage accounting. 2 hrs/mo; 0 during trading hrs. Investment related. 4) Sowell Management. 5320 Northshore Dr, North Little Rock, AR 72718. Sowell Management is a RIA, fee-based adviser, and also does business as Trek Wealth Solutions. Director-Finance & Trek Wealth Solutions. Lead, manage, and accountable for Finance & Accounting team and Trek Advisors & client retention. 164 hrs/mo; 125 during trading hrs. Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2019-05-10 |
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