Corey Michael Mowen

Current Employers

Employment History

• 11/2020 → 10/2021
  Monticello Wealth Management
  San Antonio, TX
• 06/2020 → 07/2020
  Financial Planning Association
  San Antonio, TX
• 03/2020 → 12/2020
  College For Financial Planning
  San Antonio, TX
• 03/2020 → 06/2020
  Ut Health Sciences Center At San Antonio
  San Antonio, TX
• 09/2019 → 11/2020
  A-Plus Family Care
  San Antonio, TX
• 09/2018 → 02/2020
  Forte Health Services
  San Antonio, TX
• 09/2017 → 09/2019
  Physiomo
  San Antonio, TX
• 12/2016 → 09/2017
  Forte Health Services
  San Antonio, TX
• 11/2015 → 03/2018
  Methodist Healthcare Systems
  San Antonio, TX
• 10/2021 → 08/2022
  Texas Capital Bank Private Wealth Advisors
  San Antonio, TX
• 10/2021 → 08/2022
  Texas Capital Bank
  San Antonio, TX
• 09/2022 → 09/2023
  Truist Advisory Services, Inc.
  San Antonio, TX
• 09/2022 → 09/2023
  Truist Investment Services, Inc.
  San Antonio, TX
• 09/2023 → 11/2023
  Unemployed
  San Antonio, TX
• 05/2024 → 10/2025
  Rio Bank
  San Antonio, TX
• 10/2025 → Present
  Wells Fargo Clearing Services, Llc
  Houston, TX
• 11/2023 → 04/2024
  Swbc
  San Antonio, TX

Previous Registrations

• 2023-11-16 → 2024-04-17
  Swbc Investment Company
  San Antonio, TX
• 2022-09-16 → 2023-10-10
  Truist Advisory Services, Inc.
  San Antonio, TX
• 2021-11-01 → 2022-08-29
  Texas Capital Bank Private Wealth Advisors
  Dallas, TX
  San Antonio, TX
• 2021-02-05 → 2021-10-07
  1900 Wealth
  San Antonio, TX

Other Businesses

UNIVERSITY METHODIST CHURCH ; INV RELATED; SAN ANTONIO,TX; FINANCE COMMITTEE MEMBER; START DATE: 01/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;|

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-07-19
• S65 Uniform Investment Adviser Law Examination
  2021-01-22

Designations