Thomas Davis Mcgowen

Current Employers

Employment History

• 06/1979 → Present
  Stout Stuart Mcgowen & King Llp
  Burlington, NC
• 11/2007 → 01/2025
  Lincoln Financial Advisors
  Burlington, NC
• 01/2025 → Present
  Osaic Wealth, Inc.
  Virginia Beach, VA

Previous Registrations

• 2009-04-27 → 2025-01-24
  Osaic Fa, Inc.
  Burlington, NC
  Burlington, NC
  Morrisville, NC
  Jacksonville, FL
  Morrisville, NC
  Burlington, NC
  Morrisville, NC
  Virginia Beach, VA
  Vienna, VA
  Virginia Beach, VA
  Virginia Beach, VA

Other Businesses

1)STOUT STUART MCGOWEN & KING LLP 1233 S. CHURCH ST. BURLINGTON, NC 27216; CATEGORY: CPA FIRM INVESTMENT RELATED: NO TITLE: PARTNER START DATE: 1984 HOURS MONTH IN BUSINESS: 200 HOURS PER MONTH DURING TRADE HOURS: 200 DUTIES: TAX RETURN PREPARATION AND ADVISING, ACCOUNTING, CONSULTING. 2) SELF, 1233 S. CHURCH ST. BURLINGTON, NC 27216 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING DISABILITY INSURANCE, FIXED/INDEXED ANNUITIES, LONG-TERM CARE INSURANCE & TRADITIONAL LIFE INSURANCE PRODUCTS. START: 1/2007 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 1 3)MCGOWEN & IRWIN LLC 3102 ABINGDON PLACE BURLINGTON, NC 27215 CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: NO TITLE: MEMBER DUTIES: RENTAL OF HOUSE AND ACREAGE INHERITED FROM MY FATHER IN SUMTER COUNTY, AL. START DATE: 1/2013 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 4)KINGS MILL CAROLINA PROPERTIES LLC URLINGTON, NC 27216 CATEGORY: ENTITY/LLC INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LLC FORMED TO OWN ACREAGE AND HUNTING CABIN START DATE: 10/22/19 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 5)OLD NORTH STATE COUNCIL BOY SCOUTS OF AMERICA POSITION: Board member NATURE: Volunteer board member and endowment committee chair of Boy Scout Council INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2012 ADDRESS: 1405 Westover AVe, Greensboro NC 27408, United States DESCRIPTION: Attend board meetings and review statements of outside investment manager 6)POWER OF ATTORNEY FOR SYLVIA A IRWIN POSITION: Fiduciary NATURE: Sylvia Irwin is my first cousin. Her mother and my father were siblings. She is 79 years old. She has no living siblings, spouse, descendants, or nieces and nephews. I am her closest living relative. She appointed me as a power of attorney in the event of her incapacity in 2003. She resides in a memory care facility in Marysville, WA. I am also trustee under her revocable trust which has been disclosed under a separate OBA. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2023 ADDRESS: 3102 Abingdon Pl, Burlington NC 27215-4689, United States DESCRIPTION: The normal duties of a power of attorney for someone in poor health. I have hired health care, and paid bills. 7)TRUSTEE FOR THE SYLVIA A IRWIN REVOCABLE TRUST UA DATED SEPT 17 2016 POSITION: Trustee NATURE: Sylvia Irwin is my first cousin. She is 79. She has no living siblings, spouse, nieces or nephews, descendants, or parents. Her mother and my father were siblings. I am her sole first cousin on her mother's side. We have called each other brother and sister for decades. She created the trust and has been the trustee since inception, I was named as the successor trustee in the event of her death or incapacity. This autumn it became clear that she is beginning to have dementia/memory issues. I went to her home in Everett, WA and her attorney there has executed the documents to empower me as the successor trustee to the trust. She currently lives in a memory care facility in Marysville, WA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 09/01/2023 ADDRESS: 3102 Abingdon Pl, Burlington NC 27215-4689, United States DESCRIPTION: Managing her assets/affairs. I am also her power of attorney which I am filing under a separate OBA. Her funds are needed to pay bills of the facility she lives in, doctors, etc. 8) FIXED LIFE INSURANCE BROKERAGE POSITION: Agent NATURE: The solicitation and placement of insurance and annuity products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007 ADDRESS: PO Box 1440, Burlington NC 27216, United States DESCRIPTION: Indirectly solicit and place insurance and annuity products

Exams

• S66 Uniform Combined State Law Examination
  2008-08-07