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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

Rodney William Bowerman

Advisor at MORGAN STANLEY

Florence, AL

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Search this name across graphsid dfx:ria:ed8ff78b-7450-1074-68ac-3f6c8b6bfad4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jul 3, 2007 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: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 17, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Mar 17, 2006
First registration: Jul 3, 2007
Dual registered: yes, broker-dealer
IAPD individual key: 5083504

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
MORGAN STANLEY	Wirehouse	Jun 20, 2025	n/a	yes	Florence, AL	Current employment
EDWARD JONES	National bd RIA	Apr 8, 2016	Jun 23, 2025	no	FLORENCE, AL\|FLORENCE, AL	Previous registration
MORGAN STANLEY	Wirehouse	Aug 15, 2012	Apr 8, 2016	no	Florence, AL	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Oct 15, 2010	Sep 18, 2012	no	HOUSTON, TX	Previous registration
ST JOHNS WEALTH MANAGEMENT	n/a	Apr 7, 2010	Oct 15, 2010	no	MUSCLE SHOALS, AL	Previous registration
BBVA COMPASS INVESTMENT SOLUTIONS, INC	n/a	Aug 26, 2009	Mar 17, 2010	no	MUSCLE SHOALS, AL\|FLORENCE, AL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Nov 29, 2007	Aug 7, 2009	no	MUSCLE SHOALS, AL\|BIRMINGHAM, AL	Previous registration
EDWARD JONES	National bd RIA	Jul 3, 2007	Oct 4, 2007	no	HUNTSVILLE, AL\|HUNTSVILLE, AL\|HAMPTON COVE, AL\|ST. LOUIS, MO	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
EDWARD JONES	MORGAN STANLEY	Jun 23, 2025	Jun 20, 2025	-3	Firm change	Ibd to wirehouse
MORGAN STANLEY	EDWARD JONES	Apr 8, 2016	Apr 8, 2016	0	Firm change	Wirehouse to ibd
PNC MANAGED ACCOUNT SOLUTIONS, INC.	MORGAN STANLEY	Sep 18, 2012	Aug 15, 2012	-34	Firm change after gap	Other
ST JOHNS WEALTH MANAGEMENT	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Oct 15, 2010	Oct 15, 2010	0	Bulk transfer	Other
BBVA COMPASS INVESTMENT SOLUTIONS, INC	ST JOHNS WEALTH MANAGEMENT	Mar 17, 2010	Apr 7, 2010	21	Bulk transfer	Other
WELLS FARGO ADVISORS	BBVA COMPASS INVESTMENT SOLUTIONS, INC	Aug 7, 2009	Aug 26, 2009	19	Firm change	Other
EDWARD JONES	WELLS FARGO ADVISORS	Oct 4, 2007	Nov 29, 2007	56	Firm change	Ibd to wirehouse

Relationships

Registered with (6)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 15, 2012 to Apr 8, 2016factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Apr 8, 2016 to Jun 23, 2025factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Oct 15, 2010 to Sep 18, 2012factForm ADV
→ ST JOHNS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 7, 2010 to Oct 15, 2010factForm ADV
→ BBVA COMPASS INVESTMENT SOLUTIONS, INCRegistered adviserregistration: previous registration
Aug 26, 2009 to Mar 17, 2010factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Nov 29, 2007 to Aug 7, 2009factForm ADV

Dated events

Occurred
Jun 23, 2025
Advisor changed firm
Rodney William Bowerman left Edward Jones for Morgan Stanley (registered 2025-06-20)
Form ADVobserved 5 days ago