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Advisor at PRIVATE ADVISOR GROUP, LLC
Houston, TX | MORRISTOWN, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | Bd affiliated wealth | Aug 26, 2026 | n/a | yes | MORRISTOWN, NJ|Houston, TX | Current employment |
| SOWELL MANAGEMENT | Independent wealth | Mar 13, 2025 | Dec 12, 2025 | no | Houston, TX|NORTH LITTLE ROCK, AR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SOWELL MANAGEMENT | PRIVATE ADVISOR GROUP, LLC | Dec 12, 2025 | Aug 26, 2026 | 257 | Firm change | RIA to ibd |