Hunter Stephen Bowen

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Periodicals / newsletters
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

Current Employers

Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2026-03-05
TX	RA	APPROVED_RES	2024-11-06
FL	RA	APPROVED	2016-11-01

LA RA
APPROVED

Since 2026-03-05
TX RA
APPROVED_RES

Since 2024-11-06
FL RA
APPROVED

Since 2016-11-01

Branch Locations

3500 E Silver Springs Blvd, Ocala, FL 34470 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Truist Investment Services, Inc.	Ocala	FL	06/2009	Present
Truist Advisory Services, Inc.	Ocala	FL	08/2016	Present

06/2009 → Present

Truist Investment Services, Inc.

Ocala, FL
08/2016 → Present

Truist Advisory Services, Inc.

Ocala, FL

Previous Registrations

2004-07-01 → 2009-06-17

Banc Of America Investment Services, Inc.

Ocala, FL

Ocala, FL
2000-02-18 → 2004-06-25

Morgan Stanley Dw Inc.

Ocala, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-04-06

S66 Uniform Combined State Law Examination

2000-04-06

Other Names

H Stephen Bowen Jr
H Stephen Bowen

View on SEC IAPD