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
Jamison Carl Edward Bowman
Feed of 09/14/2026
Also filed as Jamison Carl Edward Bowman
At current firm
18 y
since Aug 8, 2008
In the industry
57 y
since Sep 1, 1969 (earliest exam, job or registration)
Prior registered firms
2
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
0
dated events on this person
Registration history
IAPD current and previous registrations
- Silver Oak Securities, Inc. BD affiliated currentsince Aug 8, 2008 · Memphis, Tn
- Sagepoint Financial, Inc. formerOct 31, 2005 to Nov 27, 2007 · Memphis, Tn
- Sunamerica Securities, Inc. unclassifiedMar 26, 2004 to Oct 31, 2005 · Memphis, Tn
Moves
a registration end followed by a registration begin elsewhere
- Sagepoint Financial, Inc. to Silver Oak Securities, Inc.left Nov 27, 2007, registered Aug 8, 2008 (255 days) · Other
- Sunamerica Securities, Inc. to Sagepoint Financial, Inc.left Oct 31, 2005, registered Oct 31, 2005 (0 days) · corporate re-registration, not a move
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 57derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address