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1 Information Way Suite 400, Little Rock, AR 72202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2021-04-07 |
Branch Locations
1 Information Way Suite 400, Little Rock, AR 72202 • 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 |
|---|---|---|---|---|
| Stephens Inc. | Little Rock | AR | 02/2003 | 09/2020 |
| One Point Seven Wealth Llc | Little Rock | AR | 11/2020 | 03/2021 |
| Naviter Wealth, Llc | Little Rock | AR | 03/2021 | Present |
1) BEB LIMITED PARTNERSHIP, LLLP - 10 EDGEHILLD RD, LITTLE ROCK, AR - INVESTMENT RELATED - REAL ESTATE/PRIVATE EQUITY - OWNER - 0 HOURS DEVOTED TO THE BUSINESS - 7/2011 2) Insurance Sales; same address; Non-Investment Related; Less than 10% of time during the month. 3) Premier Clay Investment - Not investment related - December 2018 - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 4) Welsh Land Investors - December 2018 - Not investment related - Passive Investor - 0 hours devoted to the other business - 0 hours devoted during trading hours. 5) Cypress East Investors, LLC - Not investment related - 128 A Courthouse Square, Oxford, MS - December 2018 - Clay harvesting - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 6) Breakwater Investments, LLC Breakwater Investments, LLC - Not investment related - December 2018 - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 7) Big Creek LLC - Not investment related - December 2020 - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 8) Avery Trace LLC - Not investment related - Passive investor - 0 hours devoted to the other business - 0 hours devoted during securities trading hours; 9) Goldenrod Companies, LLC - 10340 North 84th St. Omaha, NE 68122 0 investment related - real estate & private equity - investment committee member - start date 12/2021 - 2 hours spent per month during securities - firm guidance, monitoring and investment input 10) 10) Alleviant, LLC - Not investment related - 11501 Huron Ln, , Little Rock, AR.72211 - mental healthcare clinics - board member - started date: 8/19/22 - 1 hours spent per month during securities trading hours - fi rm and operational guidance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-20 |
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