Matthew Thomas Mcmahon

Employer firm

Sowell Management CRD 127145

$4.81B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Sowell Management

5320 Northshore Drive, North Little Rock, AR 72118 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2018-02-16

AZ RA
APPROVED

Since 2018-02-16

Branch Locations

914 N. San Francisco St Suite S, Flagstaff, AZ 86001 • United States

5320 Northshore Drive, North Little Rock, AR 72118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Four Peaks Wealth Management, Llc	Flagstaff	AZ	08/2015	02/2018
Sowell Management Services	North Little Rock	AR	02/2018	Present

08/2015 → 02/2018

Four Peaks Wealth Management, Llc

Flagstaff, AZ
02/2018 → Present

Sowell Management Services

North Little Rock, AR

Previous Registrations

2015-08-25 → 2018-02-01

Four Peaks Wealth Management, Llc

Flagstaff, AZ
2014-04-15 → 2015-08-26

Global Financial Private Capital, Inc.

Harrison, OH

Sarasota, FL

Other Businesses

1. Licensed insurance agent, Nature: insurance, Since 2010, Compensation: commissions, Not investment related, Position: agent, 914 San Francisco Street Flagstaff AZ. 2. Aspen Ridge Properties LLC, since 9/2019, Owner, not investment related, 2 hours per month, no hours during trading, Nature: rental properties, 914 San Francisco Street Flagstaff AZ.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-03-24

S65 Uniform Investment Adviser Law Examination

2014-03-24

Designations

Certified Financial Planner

Other Names

Matt Mcmahon

View on SEC IAPD