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JB

Juan C. Bowyer

CASH APP INVESTING LLC
Portland, OR 97204
Some features on this profile are disabled
CRD#: 7080411
JB

Professional summary

Juan C Bowyer, who also goes by Juan Carlos Bowyer, Carlos Bowyer, Juan Carlos Debora Maldonado, Juan Carlos Debora-maldonado, is a registered financial professional currently at CASH APP INVESTING LLC located in Portland, Oregon.

Juan is registered as a RR (Registered Representative) and started their career in finance in 2019. Juan has worked at 6 firms and has passed the Series 66, Series 63, Series 99TO, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Juan Carlos Bowyer | Carlos Bowyer | Juan Carlos Debora Maldonado | Juan Carlos Debora-Maldonado

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.
OBA-65536|OrgNmn:Social Media/Influencer|Org Addr:South Jord,Utah,US|OBA Nature:Social Media/ Influencer.|Invst Rel:N|Title:Influencer|Duties:Managing social media profile. |StrtDt:01-13-2022|TotHrs/mon:10|TrdHrs/mon:0|OBA-63844|OrgNmn:Brand Ambassador|Org Addr:South Jord,Utah,US|OBA Nature:Supplements|Invst Rel:N|Title:Brand Ambassador|Duties:Promote the brand via social media.|StrtDt:11-01-2021|TotHrs/mon:1|TrdHrs/mon:0|OBA-12943|OrgNmn:Modeling|Org Addr:South Jord,Utah,US|OBA Nature:Entertainment|Invst Rel:N|Title:Model|Duties:Modeling for different photographers|StrtDt:03-24-2019|TotHrs/mon:4|TrdHrs/mon:0|

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Juan C Bowyer'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

July 23, 2025 - Present

CASH APP INVESTING LLC

Office #1: 400 Sw 6th Avenue 11th Floor, Portland, OR 97204
BD
CRD#: 144076
Portland, OR
Past

November 27, 2024 - March 4, 2025

SPEEDROUTE LLC

BD
CRD#: 104138
JERSEY CITY, NJ
Past

November 27, 2024 - April 10, 2025

TZERO SECURITIES, LLC

BD
CRD#: 123421
JERSEY CITY, NJ
Past

November 27, 2024 - April 10, 2025

TZERO DIGITAL ASSET SECURITIES, LLC

BD
CRD#: 316189
JERSEY CITY, NJ
Past

March 24, 2021 - May 18, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SALT LAKE CITY, UT
Past

July 25, 2019 - May 10, 2022

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SALT LAKE CITY, UT

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2021
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/2/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 11/27/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/25/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/23/2019
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2024
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CA
CASH APP INVESTING LLC
BLUE TIGER WEALTH MANAGEMENT | THIRD PARTY TRADE LLC | KACZMAREK FORSYTH & FRANK, LLC | KACZMAREK FINANCIAL SERVICES. LLC | KACZMAREK FINANCIAL SERVICES, LLC | CASH APP INVESTING LLC | BLUE TIGER WEALTH MANAGEMENT, LLC

CRD#: 144076 / SEC#: , 8-67630

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
400 Sw 6th Avenue Suite 210, Portland, OR 97214
Mailing Address
400 Sw 6th Avenue 11th Floor, Portland, OR 97204
Phone number
(855) 998-1788
Established
Delaware since 02/22/2019
Firm type
Limited Liability Company
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)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
THIRD PARTY TECHNOLOGIES INC.100% OWNER
ADKINS, ASHLEY NICOLECHIEF COMPLIANCE OFFICER5919852
KOLAR, LOGAN STEVENSONFINANCIAL AND OPERATIONS PRINCIPAL6496667
KOLAR, LOGAN STEVENSONCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER6496667

Disclosures

Regulatory Event1

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

CASH APP INVESTING LLC

CRD#: 144076Portland, OR 97204

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