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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-11 |
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 |
|---|---|---|---|---|
| Sowell Management | Dallas | TX | 07/2024 | Present |
| Weaver Capital Advisors | Dallas | TX | 07/2024 | Present |
| Weaver And Tidwell, L.L.P. | Dallas | TX | 01/2024 | 06/2024 |
| Weaver And Tidwell, L.L.P. | Dallas | TX | 07/2024 | Present |
| Kelly Partners Chartered Accountants | Sydney | 07/2021 | 12/2023 | |
| Kelly Partners Private Wealth | Sydney | 03/2021 | 07/2021 | |
| Star Beta | Sydney | 06/2020 | 02/2021 | |
| Kelly Partners Chartered Accountants | Sydney | 08/2015 | 05/2020 | |
| Shore School | Sydney | 08/2015 | 11/2021 |
1) Weaver and Tidwell, L.L.P. d/b/a Weaver Capital Advisors, L.L.C., 4400 Post Oak Pkwy, Ste 1100 Houston, TX 77027; Investment-Related; Investment Advisor; starting 07/2024; full-time position; 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 | 2024-05-31 |
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