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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-09-19 |
Branch Locations
2245 Texas Drive, Sugar Land, TX 77479 • 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 |
|---|---|---|---|---|
| F.BIll Billimoria , Cpa | Richmond | TX | 01/1983 | Present |
| Concert Wealth Management, Inc. | San Jose | CA | 07/2012 | 12/2016 |
| Sowell Financial Services, Llc | North Little Rock | AR | 09/2016 | Present |
TAX PREPARATION 8 HRS PER WEEK. FEB 15TH THROUGH APRIL 15TH. GENERALLY NOT DURING MARKET HOURS. LIFE INSURANCE/ANNUITIES ON A DEMAND BASIS ONLY AND GENERALLY NOT DURING MARKET HOURS. Speaker, The American Financial Education Alliance (AFEA), a 501(e)3 organization, hours are infrequent.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-07-22 |
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