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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
500 University Blvd Suite 205, Jupiter, FL 33458 • United States
1501 Belvedere Rd, Suite 500, West Palm Beach, FL 33406 • United States
5320 Northshore Drive, North Little Rock, AR 72118 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Sanford C. Bernstein & Co., Llc | West Palm Beach | FL | 08/2014 | 01/2017 |
| Ameriprise Financial Services, Inc. | Palm Beach Gardens | FL | 01/2017 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | Palm Beach Gardens | FL | 10/2018 | 05/2019 |
| Jpmorgan Securities, Llc. | Palm Beach Gardens | FL | 10/2018 | 05/2019 |
| Unemployed | West Palm Beach | FL | 06/2018 | 10/2018 |
| Atlantic Wealth Partners, Llc | Jupiter | FL | 06/2019 | 04/2024 |
| Prudent Insurance, L.L.C. | Jupiter | FL | 06/2019 | 04/2024 |
| Sowell Management | West Palm Beach | FL | 04/2024 | Present |
1) Florida Producer Insurance License with variable annuity and health lines of authority; Investment-Related; Starting: 09/2013; Life, Health, and variable annuity insurance agent; spends approx. 5 hrs a month during trading hours; maintains appointments with various insurance companies and receives commissions and other compensation on insurance sales. 2) GKB Capital, LLC, 1501 Belvedere Rd., Suite 500, West Palm Beach, FL 33406; investment-related; authorized member/owner; Starting: 12/2023; spends approx. 2 hrs a month outside trading hours; personal real-estate investments 3) GWB Capital, LLC, 1501 Belvedere Rd., Suite 500, West Palm Beach, FL 33406; investment-related; authorized member/owner; Starting: 04/2024; DBA used to provide and market insurance and financial services, investment advisory services offered through Sowell Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-29 |
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