Inactive

Gary Max Bowman

Bowman Retirement Planning

Fort Mohave, AZ

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Current Employers

Bowman Retirement Planning

Fort Mohave, AZ • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-07-24
CA	RA	APPROVED	2022-10-10
AZ	RA	APPROVED	2022-08-17

TX RA
APPROVED_RES

Since 2024-07-24
CA RA
APPROVED

Since 2022-10-10
AZ RA
APPROVED

Since 2022-08-17

Branch Locations

Fort Mohave, AZ • 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 No
Termination Yes

Employment History

Organization	City	State	From	To
Sagepoint Financial	Corona	CA	02/2013	07/2021
Custom Wealth Management Inc	Fort Mohave	AZ	06/2022	Present
Strategic Retirement Planning	Fort Mohave	CA	11/2010	03/2026

02/2013 → 07/2021

Sagepoint Financial

Corona, CA
06/2022 → Present

Custom Wealth Management Inc

Fort Mohave, AZ
11/2010 → 03/2026

Strategic Retirement Planning

Fort Mohave, CA

Previous Registrations

2013-02-19 → 2021-08-06

Osaic Services, Inc.

Huntington Beach, CA

Scottsdale, AZ

Corona, CA
2009-08-06 → 2013-02-28

Arque Capital, Ltd.

Corona, CA

Scottsdale, AZ

Corona, CA

Yorba Linda, CA

Orange, CA

Corona, CA
2008-02-14 → 2010-12-31

Bowman Financial Services

Corona, CA
2004-08-19 → 2007-05-07

Fox Advisor Group

Huntington Beach, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-10-08
S63	Uniform Securities Agent State Law Examination	1990-03-27

S65 Uniform Investment Adviser Law Examination

2001-10-08
S63 Uniform Securities Agent State Law Examination

1990-03-27

View on SEC IAPD

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