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RIA / WealthAdvisor44 years in industry

SCOTT PHILBRICK BOWHAY

Advisor at INVESTOR FAN

Moraga, CA | BOISE, ID

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Search this name across graphsid dfx:ria:424b3f87-59ac-b5bf-b920-64815fb97f4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jul 8, 1997 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: INVESTOR FAN
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: Jul 15, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 15, 1982
First registration: Jul 8, 1997
Dual registered: no
IAPD individual key: 867438

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
INVESTOR FAN	Independent wealth	Jan 1, 2025	n/a	yes	Moraga, CA\|BOISE, ID	Current employment
MSH CAPITAL ADVISORS LLC	Independent wealth	Feb 10, 2022	Dec 14, 2022	no	MORAGA, CA\|SCOTTSDALE, AZ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Mar 30, 2010	Feb 25, 2022	no	MORAGA, CA	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Mar 31, 2010	no	San Francisco, CA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jun 1, 2009	no	SAN FRANCISCO, CA	Previous registration
MORGAN STANLEY DW INC.	n/a	Jul 8, 1997	Apr 2, 2007	no	SAN FRANCISC, CA\|SAN FRANCISCO, 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
MSH CAPITAL ADVISORS LLC	INVESTOR FAN	Dec 14, 2022	Jan 1, 2025	749	Firm change after gap	RIA to RIA
WELLS FARGO ADVISORS	MSH CAPITAL ADVISORS LLC	Feb 25, 2022	Feb 10, 2022	-15	Firm change	Wirehouse to RIA
MORGAN STANLEY	WELLS FARGO ADVISORS	Mar 31, 2010	Mar 30, 2010	-1	Firm change	Wirehouse to wirehouse
MORGAN STANLEY & CO. LLC	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other

Relationships

Registered with (6)

→ INVESTOR FANRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ MSH CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Feb 10, 2022 to Dec 14, 2022factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Mar 30, 2010 to Feb 25, 2022factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Mar 31, 2010factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Apr 2, 2007factForm ADV

Dated events

Occurred
Dec 14, 2022
Advisor changed firm
Scott Philbrick Bowhay left Msh Capital Advisors Llc for Investor Fan (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
Feb 25, 2022
Advisor changed firm
Scott Philbrick Bowhay left Wells Fargo Advisors for Msh Capital Advisors Llc (registered 2022-02-10)
Form ADVobserved 6 days ago