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Detailed Report
MATTHEW THOMAS MCMAHON
MATT MCMAHON
CRD#: 6324277
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Investment Adviser
SOWELL MANAGEMENTCRD#: 127145 914 N. San Francisco St
Suite S
Flagstaff, AZ 86001
Registration History
2014201520162017201820192020202120222023202420252026IASOWELL MANAGEMENT (CRD# 127145)2018 - Present (7 years)IAFOUR PEAKS WEALTH MANAGEMENT, LLC (CRD# 165891)2015 - 2018 (2 years)IAGLOBAL FINANCIAL PRIVATE CAPIT... (CRD# 132070)2014 - 2015 (1 year)
License(s)

State Registrations

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Arizona 2/16/2018
Current Registration(s)
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SOWELL MANAGEMENT (CRD#:127145)
914 N. San Francisco St Suite S, Flagstaff, AZ 86001
Registered with this firm since 2/16/2018
Previous Registration(s)
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 08/25/2015 - 02/01/2018 FOUR PEAKS WEALTH MANAGEMENT, LLC (CRD#:165891) FLAGSTAFF, AZ
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 04/15/2014 - 08/26/2015 GLOBAL FINANCIAL PRIVATE CAPITAL, LLC (CRD#:132070) HARRISON, OH
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.