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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-03 |
Branch Locations
208 W Pleasant Valley Rd., Good Hope, GA 30641 • 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 |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 08/2024 | 12/2024 |
| Oconee County High School | Watkinsville | GA | 08/2014 | 05/2018 |
| Law Office Of Dennise L. Grayson | Watkinsville | GA | 08/2017 | 05/2018 |
| University Of Georgia 4-H Camp Counselor Program | Athens | GA | 03/2018 | 07/2022 |
| Oglethorpe University | Atlanta | GA | 08/2018 | 12/2022 |
| Jennings Mill Country Club | Athens | GA | 05/2020 | 05/2021 |
| Sapphire Wealth Management | Watkinsville | GA | 08/2022 | 12/2022 |
| Best Western | Athens | GA | 01/2023 | 08/2024 |
| Trinity Wealth Securities, Llc | Atlanta | GA | 12/2024 | 12/2024 |
| Sowell Management | Watkinsville | GA | 01/2025 | Present |
1) Georgia Insurance License; investment-related; Licensed Insurance Producer with lines of authority to sell life insurance policies; starting 08/21/2024; less than 5 hours a month spent outside trading hours dedicated to this activity; the sale of insurance products and policies for a commission. 2) Sapphire Wealth Management, LLC; 1020 Barber Creek Dr. Ste 324 Watkinsville, GA 30677; investment-related; financial advisor; starting 12/2024; DBA used to provide and market insurance and financial services, investment advisory services offered through Sowell Management.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-12 |
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