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5320 Northshore Drive, North Little Rock, AR 72118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-11-25 |
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 |
|---|---|---|---|---|
| Calvert Investment Counsel | Baltimore | MD | 10/1988 | 06/2018 |
| United Income, Inc. | Hunt Valley | MD | 06/2018 | 01/2021 |
| Nesher Wealth | Monkton | MD | 12/2022 | Present |
| Retired | Monkton | MD | 02/2021 | 11/2022 |
| Sowell Management | Monkton | MD | 12/2022 | Present |
1) St. Mary's Roland View Towers, Inc.; non-investment related; 3939 Roland Ave., Baltimore, MD 21211; low income senior housing; President and Chairman of Board of Trustees; starting approx. 1984; 5-10 hrs/mo; 4-6 hrs/mo during market hrs; Responsible for onsite mgmt of property, determine policy, create annual budgets, capital expenditures, and guide long-term planning. 2) Calvert Investment Counsel, LLC d/b/a Nesher Wealth; investment related; 929 Corbett Rd, Monkton, MD 21111; financial advisor; owner and investment advisor; 2022; d/b/a to market financial advisory services, d/b/a disclosed as an other business name of Sowell Management
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