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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2024-10-29 |
Branch Locations
8221 Ranch Blvd, Suite A-1, Little Rock, AR 72223 • 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 |
|---|---|---|---|---|
| Brs Financial Llc | Little Rock | AR | 01/2018 | 10/2024 |
| Haas Financial Solutions, Llc | Little Rock | AR | 03/2015 | 02/2025 |
| Sowell Management | Benton | AR | 10/2024 | Present |
1) Arkansas Insurance License; Little Rock, AR; investment-related; Licensed Insurance Producer with lines of authority to sell accident, health, and life policies; starting 10/2013; Approx 40 hours a month during trading hours dedicated to this activity; business activity involves the sale of insurance products and policies for a commission. 2) WisdomWealth Financial, LLC; Little Rock, AR; investment-related; Principal; starting 02/2025; Approx 40 hours a month during trading hours dedicated to this activity; this is a DBA used to provide and market merchant services consulting, insurance, and financial services. Investment advisory services are offered through Sowell Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-09 |
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