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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)30 years in industry

ROBERT SCOTT BOWMAN

Advisor at ROBERT W. BAIRD & CO. INCORPORATED

Glen Allen, VA

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Search this name across graphsid dfx:ria:4324b0ce-485e-6ad6-4245-bf08f1f4f5c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 21, 2000 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: ROBERT W. BAIRD & CO. INCORPORATED
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 13, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Analyst
Exams: S63|S65
First exam: Dec 13, 1995
First registration: Aug 21, 2000
Dual registered: yes, broker-dealer
Other names: BOB BOWMAN
IAPD individual key: 1955325

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
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Oct 3, 2024	n/a	yes	Glen Allen, VA	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	Nov 1, 2024	no	HENRICO, VA	Previous registration
SANDERS MORRIS LLC	Independent wealth	Mar 8, 2011	Feb 24, 2014	no	HENRICO, VA\|FAIRFAX, VA	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Apr 9, 2008	Nov 1, 2018	no	HENRICO, VA\|FAIRFAX, VA	Previous registration
VIRTUS CAPITAL ADVISERS, LLC	Other adviser	Aug 21, 2000	Feb 19, 2008	no	RICHMOND, VA	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
EDELMAN FINANCIAL ENGINES	ROBERT W. BAIRD & CO. INCORPORATED	Nov 1, 2024	Oct 3, 2024	-29	Firm change	RIA to RIA
EDELMAN FINANCIAL SERVICES, LLC	SANDERS MORRIS LLC	Nov 1, 2018	Mar 8, 2011	-2,795	Firm change after gap	Other
SANDERS MORRIS LLC	EDELMAN FINANCIAL ENGINES	Feb 24, 2014	Nov 1, 2018	1,711	Firm change after gap	Other
VIRTUS CAPITAL ADVISERS, LLC	EDELMAN FINANCIAL SERVICES, LLC	Feb 19, 2008	Apr 9, 2008	50	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
104510:8158:VA:2024-11-01	Nov 1, 2024	Oct 3, 2024	HENRICO, VA	Firm change

Relationships

Registered with (5)

→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: current employment
Oct 3, 2024 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Nov 1, 2018 to Nov 1, 2024factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 9, 2008 to Nov 1, 2018factForm ADV
→ SANDERS MORRIS LLCRegistered adviserregistration: previous registration
Mar 8, 2011 to Feb 24, 2014factForm ADV
→ VIRTUS CAPITAL ADVISERS, LLCRegistered adviserregistration: previous registration
Aug 21, 2000 to Feb 19, 2008factForm ADV

Dated events

Occurred
Nov 1, 2024
Advisor changed firm
Robert Scott Bowman left Edelman Financial Engines for Robert W. Baird & Co. Incorporated (registered 2024-10-03)
Form ADVobserved 6 days ago