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RIA / WealthAdvisor36 years in industry

GARY MAX BOWMAN

Advisor at BOWMAN RETIREMENT PLANNING

FORT MOHAVE, AZ

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Search this name across graphsid dfx:ria:3640e2e2-08de-b7df-6c82-930aaebf1be7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 19, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BOWMAN RETIREMENT PLANNING
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 27, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Mar 27, 1990
First registration: Aug 19, 2004
Dual registered: no
IAPD individual key: 2035699

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BOWMAN RETIREMENT PLANNING	State registered	Aug 17, 2022	n/a	yes	FORT MOHAVE, AZ	Current employment
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Feb 19, 2013	Aug 6, 2021	no	HUNTINGTON BEACH, CA\|SCOTTSDALE, AZ\|CORONA, CA	Previous registration
ARQUE CAPITAL, LTD.	n/a	Aug 6, 2009	Feb 28, 2013	no	CORONA, CA\|SCOTTSDALE, AZ\|CORONA, CA\|YORBA LINDA, CA\|ORANGE, CA\|CORONA, CA	Previous registration
BOWMAN FINANCIAL SERVICES	n/a	Feb 14, 2008	Dec 31, 2010	no	CORONA, CA	Previous registration
FOX ADVISOR GROUP	n/a	Aug 19, 2004	May 7, 2007	no	HUNTINGTON BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SAGEPOINT FINANCIAL, INC.	BOWMAN RETIREMENT PLANNING	Aug 6, 2021	Aug 17, 2022	376	Firm change	Ibd to state RIA
ARQUE CAPITAL, LTD.	SAGEPOINT FINANCIAL, INC.	Feb 28, 2013	Feb 19, 2013	-9	Firm change	Other
BOWMAN FINANCIAL SERVICES	ARQUE CAPITAL, LTD.	Dec 31, 2010	Aug 6, 2009	-512	Firm change after gap	Other
FOX ADVISOR GROUP	BOWMAN FINANCIAL SERVICES	May 7, 2007	Feb 14, 2008	283	Firm change	Other

Relationships

Registered with (5)

→ BOWMAN RETIREMENT PLANNINGRegistered adviserregistration: current employment
Aug 17, 2022 to presentfactForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Feb 19, 2013 to Aug 6, 2021factForm ADV
→ ARQUE CAPITAL, LTD.Registered adviserregistration: previous registration
Aug 6, 2009 to Feb 28, 2013factForm ADV
→ BOWMAN FINANCIAL SERVICESRegistered adviserregistration: previous registration
Feb 14, 2008 to Dec 31, 2010factForm ADV
→ FOX ADVISOR GROUPRegistered adviserregistration: previous registration
Aug 19, 2004 to May 7, 2007factForm ADV

Dated events

No dated event names this entity yet.