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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Greggory William Brant

Advisor at SOWELL MANAGEMENT

Jupiter, FL | NORTH LITTLE ROCK, AR | West Palm Beach, FL

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Search this name across graphsid dfx:ria:b6aca1a2-a972-ea87-867e-bd61cc28b21b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 5, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOWELL MANAGEMENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 29, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 29, 2013
First registration: Nov 5, 2013
Dual registered: no
Other names: GREGGORY W BRANT|GREGGORY BRANT|GREGG BRANT
IAPD individual key: 6255725

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SOWELL MANAGEMENT	Independent wealth	Jan 1, 2025	n/a	yes	Jupiter, FL\|West Palm Beach, FL\|NORTH LITTLE ROCK, AR	Current employment
ATLANTIC WEALTH PARTNERS, LLC	Former SEC adviser	Jun 4, 2019	May 16, 2024	no	NORTH PALM BEACH, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 29, 2018	May 23, 2019	no	PALM BEACH GARDENS, FL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Feb 8, 2017	Jun 1, 2018	no	PALM BEACH GARDENS, FL	Previous registration
ALLIANCEBERNSTEIN L.P.	Other adviser	Sep 16, 2014	Jan 31, 2017	no	WEST PALM BEACH, FL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Mar 24, 2014	Sep 4, 2014	no	PALM BEACH, FL\|DELRAY BEACH, FL	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Nov 5, 2013	Feb 25, 2014	no	PALM BEACH GARDENS, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ATLANTIC WEALTH PARTNERS, LLC	SOWELL MANAGEMENT	May 16, 2024	Jan 1, 2025	230	Firm change	RIA to RIA
J.P. MORGAN SECURITIES LLC	ATLANTIC WEALTH PARTNERS, LLC	May 23, 2019	Jun 4, 2019	12	Firm change	Wirehouse to RIA
AMERIPRISE FINANCIAL SERVICES, LLC	J.P. MORGAN SECURITIES LLC	Jun 1, 2018	Oct 29, 2018	150	Firm change	Ibd to wirehouse
ALLIANCEBERNSTEIN L.P.	AMERIPRISE FINANCIAL SERVICES, LLC	Jan 31, 2017	Feb 8, 2017	8	Firm change	Other
J.P. MORGAN SECURITIES LLC	ALLIANCEBERNSTEIN L.P.	Sep 4, 2014	Sep 16, 2014	12	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	J.P. MORGAN SECURITIES LLC	Feb 25, 2014	Mar 24, 2014	27	Firm change	Other

Relationships

Registered with (6)

→ SOWELL MANAGEMENTRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ ATLANTIC WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 4, 2019 to May 16, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 29, 2018 to May 23, 2019factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Feb 8, 2017 to Jun 1, 2018factForm ADV
→ ALLIANCEBERNSTEIN L.P.Registered adviserregistration: previous registration
Sep 16, 2014 to Jan 31, 2017factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 5, 2013 to Feb 25, 2014factForm ADV

Dated events

Occurred
May 16, 2024
Advisor changed firm
Greggory William Brant left Atlantic Wealth Partners, Llc for Sowell Management (registered 2025-01-01)
Form ADVobserved 5 days ago