Adam Jamar Bowen

Current Employers

Employment History

• 06/2015 → 09/2019
  Summit Brokerage Services Inc
  Marble Falls, TX
• 06/2015 → 05/2021
  Summit Financial Group Inc
  Marble Falls, TX
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2015-06-11 → 2021-05-20
  Summit Financial Group Inc
  Marble Falls, TX
• 2011-05-06 → 2015-06-15
  Wells Fargo Advisors Financial Network, Llc
  Marble Falls, TX
• 2008-01-01 → 2011-05-06
  Wells Fargo Clearing Services, Llc
  Marble Falls, TX
• 2002-08-21 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Marble Falls, TX
  St. Louis, MO
  Marble Falls, TX

Other Businesses

(1)- - HORNFROG LLC; SINCE 08/01/2011; ADDRESS SAME AS BRANCH; 25% OWNER; Ownership in the office building that Granite Wealth Management operates from; INVESTMENT RELATED, OWNERSHIP OF OFFICE BUILDING, 1 HOUR PER MONTH, 0 DURING TRADING HOURS. (2)- - GRANITE WEALTH MANAGEMENT; SINCE 06/15/2011; 701 AVE G, MARBLE FALLS, TX, 78654, UNITED STATES; SENIOR FINANCIAL ADVISOR; Tax management, Investment management, Retirement strategies, Estate conservation, Insurance and annuity products, Roll overs, 401K plans; 160 HOURS SPENT ON ACTIVITY PER MONTH, 140 DURING TRADING HOURS PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  2002-02-04

Designations