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Atlanta, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foxholm Financial, Inc. | Atlanta | GA | 11/2025 | Present |
| Sedgwick | Atlanta | GA | 04/2025 | Present |
| Bottomline Technologies | Atlanta | GA | 06/2019 | 03/2025 |
| Bottomline Technologies | Atlanta | GA | 12/2015 | 06/2019 |
Robert Stowe is actively engaged in business as a Senior Manager of Development for Sedgwick, overseeing software development for an insurance technology services provider. This activity involves approximately 40 hours per week, and 160 hours per month. The specific hours of this employment vary and may coincide with standard market hours, up to 80% of securities trading hours. Mr. Stowe has structured his schedule to ensure that this outside business activity does not impair his ability to meet the needs of advisory clients or fulfill his fiduciary obligations. This activity is not investment-related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-03 |
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