DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Erik B Bowman
Feed of 09/15/2026
Also filed as Erik Bowman
At current firm
7 y
since Nov 30, 2018
In the industry
15 y
since May 24, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Creativeone Wealth, LLC independent RIA currentsince Nov 30, 2018 · Overland Park, Ks
- USA Financial Securities LLC independent RIAMay 2, 2016 to Nov 30, 2018 · Highlands Ranch, Co
- Equitable Advisors, LLC national BDSep 16, 2011 to May 5, 2016 · Lakewood, Co
Moves
a registration end followed by a registration begin elsewhere
- USA Financial Securities LLC to Creativeone Wealth, LLCleft Nov 30, 2018, registered Nov 30, 2018 (0 days) · RIA to RIA
- Equitable Advisors, LLC to USA Financial Securities LLCleft May 5, 2016, registered May 2, 2016 (-3 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address