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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-13 |
Branch Locations
5320 Northshore Drive, North Little Rock, AR 72118 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barclay Breland Family Office | Jupiter | FL | 01/2016 | Present |
| Sowell Management | Jupiter | FL | 06/2023 | Present |
(1) 04/11/2011 - DBA ONLY - WEALTH MANAGEMENT OF PALM BEACH - JUPITER, FL (2) 05/03/2011 - DBA ONLY - BARCLAY BRELAND FAMILY OFFICE - DBA FOR SECURITIES BUSINESS - 100% OF TIME SPENT - JUPITER, FL (3) 11/07/2013 - DBA ONLY - BARCLAY BRELAND, LLC - JUPITER, FL (4) 12/23/2013 - BARCLAY BRELAND FAMILY OFFICE - REGISTERED INVESTMENT ADVISOR - BARCLAY BRELAND FAMILY OFFICE - FIXED FEE - TIME SPENT 95% - JUPITER, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-10 |
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