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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-27 |
Branch Locations
2300 North Field Street Suite 1000, Dallas, TX 75201 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrow, Hanley, Mewhinney & Strauss, Llc | Dallas | TX | 03/2016 | 08/2024 |
| Foreside Financial Services, Llc | Dallas | TX | 03/2021 | 06/2023 |
| Foreside Financial Services, Llc | Dallas | TX | 10/2023 | 08/2024 |
| Johcm Funds Distributors, Llc | Dallas | TX | 06/2023 | 10/2023 |
| Mass Mutual Life Insurance Company | Dallas | TX | 08/2024 | 03/2026 |
| Mml Investors Services Llc | Dallas | TX | 09/2024 | 03/2026 |
| Barrow Hanley Global Investors | Dallas | TX | 09/2023 | 08/2024 |
| Pgia | Dallas | TX | 01/2022 | 10/2023 |
| Weaver Capital Advisors | Dallas | TX | 03/2026 | Present |
| Sowell Management | Dallas | TX | 03/2026 | Present |
| Weaver And Tidwell, L.L.P. | Dallas | TX | 03/2026 | Present |
1) Weaver and Tidwell, L.L.P. d/b/a Weaver Capital Advisors, L.L.C., 4400 Post Oak Pkwy, Ste 1100 Houston, TX 77027; Investment-Related; Investment Advisor; starting 03/2026; full-time position; employed by Weaver and Tidwell working under affiliate Weaver Capital Advisors, which acts as a dba to market services including investment advisory services. Advisory services offered through Sowell Management. 2) Texas Insurance License; investment-related; Licensed Insurance Producer with lines of authority to sell life, accident, health, & HMO policies; starting 08/2024; less than 5 hours a month spent outside trading hours dedicated to this activity; involves the sale of insurance products and policies for a commission.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-30 |
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