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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
Branch Locations
9330 Lbj Freeway, Suite 900, Dallas, TX 75243 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
9330 Lyndon B Johnson Freeway Suite 900, Dallas, TX 75243-3443 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-02 |
Branch Locations
9330 Lyndon B Johnson Freeway Suite 900, Dallas, TX 75243-3443 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hennion & Walsh | Parsippany | NJ | 07/2014 | 07/2018 |
| Fisher Investments | Plano | TX | 07/2018 | 08/2020 |
| Boston University | Boston | MA | 09/2020 | 01/2022 |
| Reflective Wealth Planning, Llc | Dallas | TX | 01/2022 | Present |
| Sowell Management | Dallas | TX | 06/2025 | Present |
1) Reflective Wealth Planning, LLC; Dallas, TX; investment-related; financial advisor & owner; starting 02/2022; DBA used to provide and market financial services for RIA and as a IAR of Sowell Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-04 |
| S66 | Uniform Combined State Law Examination | 2005-11-11 |
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