Roger Craig Bowden

Current Employers

Summit View Capital Advisors

Highlands Ranch, CO • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-02-24

CO RA
APPROVED

Since 2022-02-24

Branch Locations

Highlands Ranch, CO • United States

Disclosures

3 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 Yes
Termination Yes

Employment History

Organization	City	State	From	To
Panzor Cybersecurity, Inc.	Denver	FL	05/2017	12/2021
Summit View Administration, Llc	Denver	CO	04/2015	01/2022
Summit View Asset Management, Llc	Highlands Ranch	CO	01/2022	Present

05/2017 → 12/2021

Panzor Cybersecurity, Inc.

Denver, FL
04/2015 → 01/2022

Summit View Administration, Llc

Denver, CO
01/2022 → Present

Summit View Asset Management, Llc

Highlands Ranch, CO

Previous Registrations

1999-10-08 → 2015-04-08

Mount Yale Asset Management, Llc

Denver, CO
2003-10-24 → 2011-03-31

Mount Yale Portfolio Advisors, Llc

Denver, CO
1999-01-01 → 2003-10-27

Investment Consulting Group Llc

Denver, CO

Other Businesses

A pubic/private insurance company appointed Mr. Bowden as an investment committee member. This activity requires approximately 12 hours per year.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-03-02
S63	Uniform Securities Agent State Law Examination	1990-09-21

S65 Uniform Investment Adviser Law Examination

2020-03-02
S63 Uniform Securities Agent State Law Examination

1990-09-21

Other Names

Roger Bowden

View on SEC IAPD