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Current Employers
Sowell Management

5320 Northshore Drive, North Little Rock, AR 72118 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-02-03
  • GA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2024 → 12/2024
    Florida Financial Advisors Dba Georgia Financial Advisors
    Atlanta, GA
  • 08/2014 → 05/2018
    Oconee County High School
    Watkinsville, GA
  • 08/2017 → 05/2018
    Law Office Of Dennise L. Grayson
    Watkinsville, GA
  • 03/2018 → 07/2022
    University Of Georgia 4-H Camp Counselor Program
    Athens, GA
  • 08/2018 → 12/2022
    Oglethorpe University
    Atlanta, GA
  • 05/2020 → 05/2021
    Jennings Mill Country Club
    Athens, GA
  • 08/2022 → 12/2022
    Sapphire Wealth Management
    Watkinsville, GA
  • 01/2023 → 08/2024
    Best Western
    Athens, GA
  • 12/2024 → 12/2024
    Trinity Wealth Securities, Llc
    Atlanta, GA
  • 01/2025 → Present
    Watkinsville, GA
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-30
S65 Uniform Investment Adviser Law Examination 2024-07-12
  • S63 Uniform Securities Agent State Law Examination
    2024-11-30
  • S65 Uniform Investment Adviser Law Examination
    2024-07-12

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