Ryan M. Bowman
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Ryan Michael Bowman, CFP®, who also goes by Bo Bowman, was a registered financial professional .
Ryan is a previously registered financial professional and started their career in finance in 2015. Ryan had worked at 7 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2015
Experience
June 11, 2025 - December 18, 2025
TERRACE WEALTH
September 21, 2020 - May 18, 2023
ASPEN WEALTH STRATEGIES, LLC
April 4, 2019 - September 23, 2020
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
September 25, 2017 - October 31, 2018
DUNSTON FINANCIAL GROUP, LLC
March 22, 2017 - September 8, 2017
MONETA GROUP INVESTMENT ADVISORS, LLC
September 23, 2016 - March 20, 2017
MARINER WEALTH
November 19, 2015 - March 20, 2017
MARINER WEALTH ADVISORS
State Registrations and Notice Filings
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Exams
Current Firm
TERRACE WEALTH
CRD#: 336506 / SEC#:
Contact information
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.
