David Andrew Bowman

Current Employers

Employment History

• 10/1999 → 12/2020
  Andy Bowman
  Bradenton, FL
• 07/2007 → Present
  World Equity Group, Inc.
  Schaumburg, IL
• 12/2020 → Present
  Andy Bowman
  Parrish, FL

Previous Registrations

• 2004-11-08 → 2007-06-13
  Transamerica Financial Advisors, Llc
  Bradenton, FL
  Bradenton, FL
  Clearwater, FL
  Bradenton, FL
• 2003-03-27 → 2004-08-20
  High Mark Securities, Inc.
  Bradenton, FL

Other Businesses

(1)INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 12008 71st Street East, Parrish, FL 34219; Nature of OBA: INSURANCE SALES; Posn/Title/Relationship; OWNER, Start Date: 10/01/1999; Approx No of Hrs/Mth: 20 Hrs; Approx No of Hrs/Mth during Trading Hrs: 20 Hrs; Duties: INSURANCE SALES. (2) BOWMAN FAMILY FARMS; NOT INVESTMENT RELATED' Address: 12008 71st St. East, Parrish, FL 34219; Nature of OBA: TREE AND ORNAMENTAL FARM; Posn/Title/Relationship: CO-OWNER, . START DATE: 07/21/1962; Approx No of Hrs/Mth: 20 Hrs; Approx No of Hrs/Mth during Trading Hrs: 20 Hrs; Duties: REE AND ORNAMENTAL FARM. (3) MANATEE SPORTSMANS CLUB; NOT INVESTMENT RELATED; Address: 12008 71st Street East, Parrish, FL, 34219; Nature of OBA: FISHING AND SOCIAL CLUB TO CONSERVE MANATEE RIVER; Posn/Title/Relationship: PRESIDENT; START DATE: 01/01/1999; Approx No of Hrs/Mth: 4 Hrs; Approx No of Hrs/Mth during Trading Hrs: 0 Hrs; Duties: Operate, manage sales, customer service, technology coaching. 4) MaxMyBenes LLC; Investment related; Address: 12008 71st St. East, Parrish, FL 34219; Nature of OBA: Technology to provide employee benefits. Has the potential to lead to fixed insurance sales.; Posn/Title/Relationship: Start date: 1/1999. President. Employee benefits, fixed insurance, debt consolidation, identity security protection. Number hour/mo: 2. Number hours/mo during security trading hours: 0; Duties: Employee benefits, fixed insurance, debt consolidation. 5) Citadel Financial Services LLC; Investment Related; 12008 71st St. East, Parrish, FL 34219, Start Date: 1/1/2005, President, formed LLC/dba name for fixed insurance business. Number hours/mo: 160. 100 hours/mo during securities trading. 6)SKIPPY ENTERPRISES LLC; INVESTMENT RELATED; 12008 71st St. East, Parrish, FL 34219, Start Date: 09.01.22; Position/Title: Managing Member (MGRM); DESCRIPTION: Administration of the LLC. Research, selection, and purchase of investment assets for my wife and me. All investments held in this entity will be disclosed through RegEd. No of Hrs/Month: 2; No of Hrs during Security Trading Hrs: ZERO; 7) Collab365 Academy; Not investment related; 12008 71st St E, Parrish, FL, 34219; I belong to several online tech communities. We only discuss tech, nothing financial nor investment related. One of these communities "collab365" (https://academy.collab365.com/?sld=9) offers paid access to robust training in MS365 and Microsoft technologies. I paid to join. They provided me with an affiliate link that I can share and receive discounts and compensation if someone uses my link. I have not received any compensation. Collab365 Academy is an online learning and teaching marketplace with Microsoft 365 and Power Platform courses; No specific position; Start Date: 07/20/24; No of Hrs/Month: 1 Hr.; Hrs during trading Hrs: ZERO;

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-30
• S66 Uniform Combined State Law Examination
  2001-06-20

Other Names

• Andy Bowman