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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2020-04-16 |
Branch Locations
Santa Rosa, CA • 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 |
|---|---|---|---|---|
| Sonoma Financial & Insurance Planning | Santa Rosa | CA | 06/2007 | Present |
| Solera Asset Managers, Llc | Roseville | CA | 04/2017 | Present |
| Sowell Management | North Little Rock | AR | 04/2020 | Present |
06/2007 Sonoma Financial & Insurance Planning; Owner; Santa Rosa, CA; Non - Investment Related; Life Insurance, Fixed and Fixed Indexed Annuities; approximate number of hours/month - 200; number of hours during securities trading hours - 70; Meet with clients almost daily, Monday thru Friday, regarding life insurance, fixed annuities and fixed indexed annuities. Plan marketing events for the business (seminars, client events and speaking engagements) and do all general managing and ownership responsibilities related to the business.
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