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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2020-03-04 |
Branch Locations
1512 Eureka Road Suite 240, Roseville, CA 95661 • 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 |
|---|---|---|---|---|
| Pitney Bowes/Novitex/Exela Enterprise Solutions | Rancho Cordova | CA | 08/2013 | 09/2019 |
| Solera Asset Managers | Roseville | CA | 09/2019 | Present |
| Sowell Management | North Little Rock | AR | 03/2020 | Present |
| Solera Insurance Agency | Roseville | CA | 09/2019 | Present |
Solera Asset Managers, 1504 Eureka Road, Suite 390 Roseville CA, since 6/17/2019, Investment related, 40 hours per week, all during trading hours, Position: Investment Adviser, Nature of business: Investment Advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-08 |
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