Stephane Eric Bouvel

Current Employers

Bouvel Investment Partners, Llc

1220 Valley Forge Road Suite 43, Phoenixville, PA 19460 • United States

Current Registrations

Authority	Category	Status	Date
UT	RA	APPROVED	2025-04-07
TX	RA	APPROVED	2015-10-23
PA	RA	APPROVED	2005-02-17

UT RA
APPROVED

Since 2025-04-07
TX RA
APPROVED

Since 2015-10-23
PA RA
APPROVED

Since 2005-02-17

Branch Locations

1090 Center Drive, Park City, UT 84098 • United States

1220 Valley Forge Road Suite 43, Phoenixville, PA 19460 • United States

Park City, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bouvel Investment Partners, Llc.	Phoenixville	PA	04/2002	Present
Purshe Kaplan Sterling Investments	Albany	NY	10/2011	11/2020

04/2002 → Present

Bouvel Investment Partners, Llc.

Phoenixville, PA
10/2011 → 11/2020

Purshe Kaplan Sterling Investments

Albany, NY

Previous Registrations

2007-07-23 → 2007-07-23

Osaic Wealth, Inc.

Allentown, PA

Phoenixville, PA

Phoenixville, PA

Other Businesses

FIXED INSURANCE BUSINESS; INVESTMENT RELATED; 1220 VALLEY FORGE RD STE 43 PHOENIXVILLE, PA 19460; SALES FIXED LIFE INSURANCE-LONG TERM CARE-FIXED ANNUITIES-DISABILITY INSURANCE PRODUCTS; APPROX START DATE: 04/2007 APPROX 2 HRS/MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2004-12-07
S63	Uniform Securities Agent State Law Examination	2004-03-24

S65 Uniform Investment Adviser Law Examination

2004-12-07
S63 Uniform Securities Agent State Law Examination

2004-03-24

View on SEC IAPD