DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BOWEN WEALTH
MOUNT PLEASANT, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BOWEN WEALTH | Former SEC adviser | Dec 4, 2025 | n/a | yes | MOUNT PLEASANT, SC | Current employment |
| BOWEN WEALTH | Former SEC adviser | Jul 9, 2021 | Dec 31, 2022 | no | MOUNT PLEASANT, SC | Previous registration |
| CLARAPHI ADVISORY NETWORK, LLC | Independent wealth | Jul 30, 2020 | Dec 31, 2021 | no | ALISO VIEJO, CA|Mount Pleasant, SC | Previous registration |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Nov 21, 2014 | Sep 15, 2020 | no | MOUNT PLEASANT, SC|WHEATON, IL|Mount Pleasant, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARAPHI ADVISORY NETWORK, LLC | BOWEN WEALTH | Dec 31, 2021 | Jul 9, 2021 | -175 | Firm change after gap | RIA to new firm |
| BROOKSTONE WEALTH ADVISORS, LLC | CLARAPHI ADVISORY NETWORK, LLC | Sep 15, 2020 | Jul 30, 2020 | -47 | Firm change after gap | RIA to RIA |