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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-14 |
| AR | RA | APPROVED | 2023-06-20 |
Branch Locations
12921 Cantrell Rd Suite 206, Little Rock, AR 72223 • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifesmart Wealth Management, Llc (141105) | Little Rock | AR | 11/2010 | Present |
| Sowell Management Services | North Little Rock | AR | 02/2019 | 06/2023 |
| Lifesmart Financial Advisors, Llc | Little Rock | AR | 04/2010 | Present |
| Inspire Advisors, Llc Dba Lifesmart Wealth Management | Little Rock | AR | 06/2023 | Present |
1) Bethel Holdlys, LLC; 15112 Pride Valley Rd, Little Rock, AR 72223; member of a passive investment vehicle; started 11/2018; investment-related. 2) LifeSmartFinancial Advisors, LLC; 12921 Cantrell Rd, Little Rock, AR 72223; sells insurance and LTC products; investment-related. 3) Woodyard & Associates, Inc.; 15112 PrideValley Rd, Little Rock, AR 72223; works as an independent contractor; started 08/2001; not investment-related. 4) Corley Trust / Tricounty Minteral; P.O. Box 64,Smackover, AR 72019; manager of a passive investment vehicle; started 03/2005; investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-14 |
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