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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
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 |
|---|---|---|---|---|
| United Capital Financial Advisers, Llc-Goldman Sachs | Newport Beach | CA | 02/2018 | 03/2020 |
| United Capital Financial Advisers, Llc | Newport Beach | CA | 12/2015 | 02/2018 |
| Mrz Financial Services, Llc | Houston | TX | 09/2018 | 11/2018 |
| Baker Tilly Wealth Management, Llc | Houston | TX | 03/2020 | 07/2023 |
| Baker Tilly Us Llp | Madison | WI | 11/2018 | 07/2023 |
| Sowell Management | Houston | TX | 07/2023 | Present |
Name of Busieness: Bellwether Advisory Group, LLC , Investment Related, Address: 1401 Lake Plaza Drive, Suite 200-#135, Spring, Texas 77389, DBA to market asdvisory services, Co-founder & Partner, Start Date: 07/2023, Number of hours a month devoted to the busness: 160 hours a month, Number of hours devoted to the business during securities trading hours: 40
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