Nathan Bowles
Professional summary
Nathan Bowles, who also goes by Nathan William Bowles, is a registered financial advisor currently at BLUEPRINT WEALTH GROUP located in Chandler, Arizona.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Nathan has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Bowles's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2026 - Present
BLUEPRINT WEALTH GROUP
July 23, 2024 - January 7, 2026
RAYMOND JAMES & ASSOCIATES, INC.
June 13, 2024 - January 7, 2026
RAYMOND JAMES & ASSOCIATES, INC.
August 5, 2016 - July 24, 2018
STRATCAP SECURITIES, LLC
February 18, 2016 - August 10, 2016
CCO CAPITAL, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2026)
Exams
Series 7TO
Date: 6/12/2024
General Securities Representative ExaminationCurrent Firm
BLUEPRINT WEALTH GROUP
CRD#: 341908 / SEC#:
Contact information
Red Flags
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