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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-08 |
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 |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Dallas | TX | 06/2022 | 12/2022 |
| Cspire | Ridgeland | MS | 12/2017 | 12/2017 |
| Bancorpsouth | Jackson | MS | 05/2018 | 08/2020 |
| Priorityone Bank | Flowood | MS | 05/2020 | 01/2021 |
| Priorityone Bank | Ridgeland | MS | 05/2021 | 08/2021 |
| Mississippi State University | Mississippi State | MS | 08/2017 | 12/2021 |
| Unemployed | Ridgeland | MS | 01/2022 | 05/2022 |
| Jackson Preparatory School | Flowood | MS | 08/2011 | 05/2017 |
| Unemployed | Ridgeland | MS | 05/2017 | 08/2017 |
| Lgt Financial Advisors Llc | Dallas | TX | 01/2023 | 05/2026 |
| Weaver Capital Advisors | Dallas | TX | 05/2026 | Present |
| Sowell Management | Dallas | TX | 05/2026 | Present |
1) Weaver and Tidwell, L.L.P. d/b/a Weaver Capital Advisors, L.L.C., 2300 North Field Street, Suite 1000, Dallas, TX 75201; Investment-Related; Investment Advisor; starting 05/2026; employed by Weaver and Tidwell working under affiliate Weaver Capital Advisors, which acts as a dba to market services including investment advisory services, which are offered through Sowell Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-03 |
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