AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
TB

Thomas L. Bowden

HERBERT J. SIMS & CO
Rockville, MD 20852
Some features on this profile are disabled
CRD#: 5803481
TB

Professional summary


Thomas Lloyd Bowden, who also goes by Thomas Lloyd Bowden Jr, Thomas Lloyd Bowden, is a registered financial professional currently at HERBERT J. SIMS & CO, INC. located in Rockville, Maryland.

Thomas is registered as a RR (Registered Representative) and started their career in finance in 2013. Thomas has worked at 2 firms and has passed the Series 63, Series 79TO, SIE, Series 50 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Thomas Lloyd Bowden Jr | Thomas Lloyd Bowden

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Thomas Lloyd Bowden's CRS (Customer Relationship Summary).
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

May 30, 2019 - Present

HERBERT J. SIMS & CO, INC.

Office #1: 11140 Rockville Pike Suite 630, Rockville, MD 20852
BD
CRD#: 3420
Rockville, MD
Past

December 3, 2013 - May 22, 2019

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Maryland
(5/30/2019)
RR
Virginia
(5/30/2019)

Exams


State Security Law Exam
RR
Series 63
Date: 5/12/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 12/13/2019
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


HJ
HERBERT J. SIMS & CO, INC.
HERBERT .J SIMS & CO, INC. | HERBERT J. SIMS & CO. INC. | HERBERT J. SIMS & CO, INC.

CRD#: 3420 / SEC#: , 8-3315

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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
2150 Post Road Suite 301, Fairfield, CT 06824
Mailing Address
2150 Post Road Suite 301, Fairfield, CT 06824
Phone number
(203) 418-9000
Established
Delaware since 12/12/2012
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
TEKSYS CORPORATIONOWNER
DIAMOND, JASON HOWARDCHIEF FINANCIAL OFFICER/MANAGING PRINCIPAL2320884
RULNICK, AARON MDIRECTOR3149315
HEBERT, VALERIECHIEF COMPLIANCE OFFICER4007252
MULLANE, DANIEL JOSEPHMANAGING PRINCIPAL1246435
SANDS, R JEFFREYDIRECTOR4285040
SIMS, WILLIAM BARNETTPRESIDENT/CEO425019

Disclosures


Regulatory Event8
Arbitration2

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.

Company Information


HERBERT J. SIMS & CO, INC.

CRD#: 3420Rockville, MD 20852

TRUST BUT VERIFY

Monitor Thomas Bowden

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
Brian Scott Mckinney
Brian MckinneyAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
Columbia, MD
Gary Stuart Williams
Gary WilliamsAdvisorCheck Check Mark
COMMONWEALTH FINANCIAL NETWORK
IAR
Columbia, MD
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics