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.

Current firm

SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 1999earliest registration or exam on IAPD

Years in industry

27derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65

First exam

Mar 29, 2024

First registration

Apr 24, 2024

Dual registered

no

Other names

Patrick Bowers

IAPD individual key

7907134

• Occurred

  May 20, 2026
  Advisor changed firm

  Patrick Mylin Bowers left Planmember Securities Corporation for Superior Planning Wealth Management & Family Office (registered 2026-04-21)

  Form ADVobserved 6 days ago
• Occurred

  May 8, 2024
  Advisor changed firm

  Patrick Mylin Bowers left Brookstone Wealth Advisors, Llc for Planmember Securities Corporation (registered 2024-07-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3eb2ac5b-e1a1-5446-a95d-d23eb049a7c9

First observed

Apr 24, 2024

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.