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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-25 |
Branch Locations
1922 Exeter Rd, Ste 14, Germantown, TN 38138 • 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 |
|---|---|---|---|---|
| Regions Bank | Memphis | TN | 06/2009 | 11/2025 |
| Raiteri Financial Solutions, Llc | Bartlett | TN | 11/2025 | 02/2026 |
| Sowell Management | Germantown | TN | 02/2026 | Present |
1) WisdomWealth Financial; Germantown, TN; investment-related; financial advisor; starting 02/2026; DBA used to provide and market insurance and financial services, investment advisory services offered through Sowell Management. 2) Licensed Insurance Agent in TN, AR, & MS; investment-related; Licensed Insurance Producer with lines of authority to sell life and accident/health policies; starting 01/2026; approx. 5 hours/month spent during trading hours dedicated to this activity; involves the sale of insurance products and policies for a commission.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-13 |
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