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RIA / WealthAdvisorCertified Financial Planner43 years in industry

FAROKH BILL BILLIMORIA

Advisor at SOWELL MANAGEMENT

NORTH LITTLE ROCK, AR | Sugar Land, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2002 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: Jan 1, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Jul 22, 1983
First registration: Apr 1, 2002
Dual registered: no
Other names: FAROKH BILL BILLIMORIA|BILL FAROKH BILLIMORIA|F BILL BILLIMORIA|FAROKH M BILLIMORIA
IAPD individual key: 1103365

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	Sep 19, 2016	n/a	yes	Sugar Land, TX\|NORTH LITTLE ROCK, AR	Current employment
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Jul 30, 2012	Jan 3, 2017	no	SCHAUMBURG, IL\|SAN JOSE, CA\|Sugar Land, TX	Previous registration
SUMMIT WEALTH MANAGEMENT,INC	n/a	Oct 26, 2006	Dec 31, 2006	no	SAN ANTONIO, TX	Previous registration
SUMMIT WEALTH MANAGEMENT, INC	Former SEC adviser	Aug 22, 2006	Jul 22, 2013	no	ATLANTA, GA	Previous registration
SUMMIT WEALTH MANAGEMENT,INC	n/a	Apr 1, 2002	Aug 17, 2006	no	SCHAUMBURG, IL	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
CONCERT WEALTH MANAGEMENT	SOWELL MANAGEMENT	Jan 3, 2017	Sep 19, 2016	-106	Firm change after gap	Other
SUMMIT WEALTH MANAGEMENT, INC	SUMMIT WEALTH MANAGEMENT,INC	Jul 22, 2013	Oct 26, 2006	-2,461	Firm change after gap	Other
SUMMIT WEALTH MANAGEMENT,INC	CONCERT WEALTH MANAGEMENT	Dec 31, 2006	Jul 30, 2012	2,038	Firm change after gap	Other
SUMMIT WEALTH MANAGEMENT,INC	SUMMIT WEALTH MANAGEMENT, INC	Aug 17, 2006	Aug 22, 2006	5	Firm change	Other

Relationships

Registered with (4)

→ SOWELL MANAGEMENTRegistered adviserregistration: current employment
Sep 19, 2016 to presentfactForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jul 30, 2012 to Jan 3, 2017factForm ADV
→ SUMMIT WEALTH MANAGEMENT, INCRegistered adviserregistration: previous registration
Aug 22, 2006 to Jul 22, 2013factForm ADV
→ SUMMIT WEALTH MANAGEMENT,INCRegistered adviserregistration: previous registration
Oct 26, 2006 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.