Whitman T. Fowlkes

SYLAMORE INVESTMENTS LLC

MOUNTAIN VIEW, AR 72560

Some features on this profile are disabled

CRD#: 2768842

Professional summary

Whitman Tyler Fowlkes is a registered financial advisor currently at SYLAMORE INVESTMENTS LLC located in Mountain View, Arkansas.

Whitman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Whitman has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CASE COMMONS LLC, 100 CASE COMMONS DR MTN VIEW AR 72560 - CASE COMMONS LLC IS A REAL ESTATE DEVELOPMENT CREATED IN 2016 FOR THE PURPOSE OF CREATING LOTS FOR NEW CONSTRUCTION OF MTN VIEW EYE CARE AND BEST DRUG. MTN VIEW EYE CARE IS OWNED BY DR CHRIS DEITRICK (25% PARTNER IN LLC), BEST DRUG IS CO-OWNED BY DR JENNIFER FOWLKES (25% PARTNER IN LLC), KALAH DEITRICK (25% PARTNER IN LLC) IS SPOUSE OF DR DEITRICK, WHITMAN TYLER FOWLKES (25% PARTNER IN LLC) IS SPOUSE OF DR JENNIFER FOWLKES. MR FOWLKES AND DR DEITRICK ARE CO-MEMBER MANAGERS OF THE LLC WHICH OWNS ADJACENT LOTS TO THE AFOREMENTIONED BUSINESSES. CASE COMMONS LLC IS NOT INVESTMENT-RELATED, TIME SPENT PER MONTH IS MINIMAL (~1/HR PER MONTH) AND DOES NOT OCCUR DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Whitman Tyler Fowlkes's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 27, 2016 - Present

SYLAMORE INVESTMENTS LLC

Office #1: 107 West Washington St, Mountain View, AR 72560

RIA

CRD#: 284579

MOUNTAIN VIEW, AR

Past

August 24, 2006 - February 24, 2011

CREWS & ASSOCIATES, INC.

RIA

CRD#: 8052

MOUNTAIN VIEW, AR

Past

September 28, 2005 - June 20, 2016

CREWS & ASSOCIATES, INC.

CRD#: 8052

MOUNTAIN VIEW, AR

Past

April 15, 1999 - August 12, 2005

GREENWOOD GEARHART INC.

RIA

CRD#: 110379

FAYETTEVILLE, AR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arkansas
(7/27/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/6/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/27/2005

General Securities Representative Examination

Current Firm

SYLAMORE INVESTMENTS LLC

CRD#: 284579 / SEC#:

Arkansas

Registered Investment Advisory firm - (7/27/2016 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

107 West Washington St, Mountain View, AR 72560

Mailing Address

Phone number

(870) 269-6150

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	158
AUM (Assets Under Management)	$ 65,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Angela Stulley

TTBD, LLC

Vincent Renaut

PIER 42 ADVISORS

IAR

Plymouth, MA

Jori Guzhuna

AMERITAS ADVISORY SERVICES, LLC

LINCOLN, NE

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Whitman T. Fowlkes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Whitman Tyler Fowlkes's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYLAMORE INVESTMENTS LLC

CREWS & ASSOCIATES, INC.

CREWS & ASSOCIATES, INC.

GREENWOOD GEARHART INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2005

SIE

Date: 6/20/2016

Series 7

Date: 9/27/2005

Current Firm

SYLAMORE INVESTMENTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SYLAMORE INVESTMENTS LLC

TRUST BUT VERIFY

Similar Advisors