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
Brennon Sterling Bowen
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Nov 12, 2024
In the industry
13 y
since Dec 10, 2012 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Pure Financial Advisors, LLC independent RIA currentsince Nov 12, 2024 · Lehi, Ut
- The Professional Financial Company LLC independent RIADec 13, 2018 to Dec 12, 2024 · Orem, Ut
- Arista Wealth Management, LLC independent RIAJan 18, 2017 to Dec 4, 2018 · Provo, Ut
- Andina Advisors independent RIAMay 4, 2015 to Mar 24, 2017 · Logan, Ut
Moves
a registration end followed by a registration begin elsewhere
- The Professional Financial Company LLC to Pure Financial Advisors, LLCleft Dec 12, 2024, registered Nov 12, 2024 (-30 days) · RIA to RIA · moved with a team
- Arista Wealth Management, LLC to The Professional Financial Company LLCleft Dec 4, 2018, registered Dec 13, 2018 (9 days) · RIA to RIA · moved with a team
- Andina Advisors to Arista Wealth Management, LLCleft Mar 24, 2017, registered Jan 18, 2017 (-65 days) · Other
Signals
- Brennon Sterling Bowen left The Professional Financial Company Llc for Pure Financial Advisors, Llc (registered 2024-11-12)Dec 12, 2024 · Advisor changed firm · fact
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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address