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Philip Wayne Bodine

Sowell Management

Granite Bay, CA

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Current Employers
Sowell Management

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2018-01-12
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2018-01-12

Branch Locations

4168 Douglas Blvd Suite 200, Granite Bay, CA 95746 • 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
Kingsview Asset Management Chicago IL 08/2014 12/2017
Sowell Management Services Granite Cay CA 01/2018 Present
T&T Capital Management Granite Bay CA 06/2018 Present
  • 08/2014 → 12/2017
    Kingsview Asset Management
    Chicago, IL
  • 01/2018 → Present
    Sowell Management Services
    Granite Cay, CA
  • 06/2018 → Present
    T&T Capital Management
    Granite Bay, CA
Previous Registrations
Other Businesses

EDUCATIONAL SEMINARS, INSURANCE ADVISOR-EDUCATIONAL - 2% TIME SPENT VERDEO, PRESIDENT-INSURANCE SALES 80% TIME SPENT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-09-03
S63 Uniform Securities Agent State Law Examination 1994-01-24
  • S65 Uniform Investment Adviser Law Examination
    2008-09-03
  • S63 Uniform Securities Agent State Law Examination
    1994-01-24

View on SEC IAPD

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Other Investors

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JAMES BRIAN BOYLE
JERRY CLARK PALMER
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JOSHUA DUANE RIENKS
ALEXANDER ROSS NAKI
Jerry Newman

Other Offices

DYNAMIC WEALTH STRATEGIES, LLC · GRANITE BAY, CA
DYNAMIC WEALTH STRATEGIES, LLC · Granite Bay, CA
EDWARD JONES · GRANITE BAY, CA
GLOBAL RETIREMENT PARTNERS LLC · Granite Bay, CA
JPS GSE JPS MGR LLC · GRANITE BAY, CA
EDWARD JONES · GRANITE BAY, CA
PACKERLAND BROKERAGE SERVICES, INC. · Roseville, CA
WELLS FARGO CLEARING SERVICES, LLC · ROSEVILLE, CA

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