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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-19 |
Branch Locations
1401 Lake Plaza Drive Suite 200-#135, Spring, TX 77389 • 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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Austin | TX | 03/2015 | 04/2018 |
| United States Army Reserve | San Antonio | TX | 03/2011 | 03/2019 |
| Erben Associates, Llc | Austin | TX | 04/2018 | 10/2020 |
| United States Army Reserve | San Antonio | TX | 03/2011 | 03/2017 |
| Baker Tilly Wealth Management, Llc | Houston | TX | 10/2020 | 07/2023 |
| Baker Tilly Us, Llp | Houston | TX | 10/2020 | 07/2023 |
| Baker Tilly Capital, Llc | Houston | TX | 07/2021 | 07/2023 |
| Sowell Management | Spring | TX | 07/2023 | Present |
| Bellwether Advisory Group | Spring | TX | 07/2023 | Present |
1) Bellwether Advisory Group, 1401 Lake Plaza Drive, Suite 200-#135, Spring, Texas 77389; Investment-Related; Co-founder and Partner and investment advisor; starting 07/2023; DBA used to market advisory services. 2) Bellwether Insurance Services, LLC, 19 W Green Pastures Circle, The Woodlands, TX 77382, Investment related, Co-Founder and Partner, Starting 01/2025, Providing Life and Disability Insurance Sales
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