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Brandon Charles Bowens

Wealth Quarterback LLC

Toms River, NJ

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Current Employers
Wealth Quarterback Llc

1400 Hooper Ave, Toms River, NJ 08753 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-13
NY RA APPROVED 2025-11-06
PA RA APPROVED 2025-11-06
  • NJ RA
    APPROVED
    Since 2025-11-13
  • NY RA
    APPROVED
    Since 2025-11-06
  • PA RA
    APPROVED
    Since 2025-11-06

Branch Locations

1400 Hooper Ave, Toms River, NJ 08753 • 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
OrganizationCityStateFromTo
Wealth Quarterback Llc Toms River NJ 08/2025 10/2025
Wealth Quarterback Llc Toms River NJ 11/2025 Present
Florida Gulf Coast University Fort Myers FL 08/2021 05/2025
Full Time Education Toms River NJ 09/2014 06/2021
Capital Wealth Planning, Llc Naples FL 10/2024 04/2025
  • 08/2025 → 10/2025
    Wealth Quarterback Llc
    Toms River, NJ
  • 11/2025 → Present
    Wealth Quarterback Llc
    Toms River, NJ
  • 08/2021 → 05/2025
    Florida Gulf Coast University
    Fort Myers, FL
  • 09/2014 → 06/2021
    Full Time Education
    Toms River, NJ
  • 10/2024 → 04/2025
    Capital Wealth Planning, Llc
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24

View on SEC IAPD

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USI ADVISORS
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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
G. DOUGLAS WEALTH MANAGEMENT

Other Investors

BENJAMIN ADAM FELICELLI
JOHN MICHAEL CICALA
MARK K VANDZURA
Molly Danielle Staffordsmith
CRAIG RICHARD REID
ALEXANDER STEPHEN JOICE
GERARD RAYMOND CALA
TODD RICHARD SPEEDY

Other Offices

EQUITABLE ADVISORS, LLC · TOMS RIVER, NJ
MORGAN STANLEY · TOMS RIVER, NJ
COMMONWEALTH FINANCIAL NETWORK · Toms River, NJ
USI ADVISORS · Toms River, NJ
BANKERS LIFE ADVISORY SERVICES, INC. · Toms River, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · TOMS RIVER, NJ
PNC WEALTH MANAGEMENT LLC · TOMS RIVER, NJ
G. DOUGLAS WEALTH MANAGEMENT · TOMS RIVER, NJ

More in Toms River, NJ

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