DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

KYLE RAY BOWEN

Advisor at TRUIST ADVISORY SERVICES, INC.

DALLAS, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ffba8190-b249-5d05-cfdf-63fcadac2d2b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 10, 2004 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: TRUIST ADVISORY SERVICES, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 4, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Aug 4, 2004
First registration: Aug 10, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 4260651

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
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 26, 2023	n/a	yes	DALLAS, TX	Current employment
BOK FINANCIAL PRIVATE WEALTH, INC.	Independent wealth	Aug 15, 2019	Oct 26, 2023	no	DALLAS, TX	Previous registration
BOK FINANCIAL ADVISORS	Bd affiliated wealth	Apr 30, 2011	Oct 26, 2023	no	Dallas, TX\|DALLAS, TX\|DALLAS, TX\|Dallas, TX\|Dallas, TX\|Dallas, TX	Previous registration
NFSG CORPORATION	Bd affiliated wealth	Jan 13, 2006	Apr 18, 2011	no	BOCA RATON, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 10, 2004	Jan 5, 2006	no	DELRAY BEACH, FL\|BOCA RATON, FL	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
BOK FINANCIAL PRIVATE WEALTH, INC.	TRUIST ADVISORY SERVICES, INC.	Oct 26, 2023	Sep 26, 2023	-30	Firm change	RIA to ibd
BOK FINANCIAL ADVISORS	BOK FINANCIAL PRIVATE WEALTH, INC.	Oct 26, 2023	Aug 15, 2019	-1,533	Firm change after gap	Ibd to RIA
NFSG CORPORATION	BOK FINANCIAL ADVISORS	Apr 18, 2011	Apr 30, 2011	12	Firm change	Other
WELLS FARGO ADVISORS	NFSG CORPORATION	Jan 5, 2006	Jan 13, 2006	8	Firm change	Other

Relationships

Registered with (5)

→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Sep 26, 2023 to presentfactForm ADV
→ BOK FINANCIAL PRIVATE WEALTH, INC.Registered adviserregistration: previous registration
Aug 15, 2019 to Oct 26, 2023factForm ADV
→ BOK FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Apr 30, 2011 to Oct 26, 2023factForm ADV
→ NFSG CORPORATIONRegistered adviserregistration: previous registration
Jan 13, 2006 to Apr 18, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 10, 2004 to Jan 5, 2006factForm ADV

Dated events

Occurred
Oct 26, 2023
Advisor changed firm
Kyle Ray Bowen left Bok Financial Private Wealth, Inc. for Truist Advisory Services, Inc. (registered 2023-09-26)
Form ADVobserved 5 days ago
Occurred
Oct 26, 2023
Advisor changed firm
Kyle Ray Bowen left Bok Financial Advisors for Bok Financial Private Wealth, Inc. (registered 2019-08-15)
Form ADVobserved 5 days ago