Best Investors Account Sign in

Brent Curtis Bowman

Osaic Wealth, Inc.

Statesville, NC

Claim This Profile
Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-07-15
  • NC RA
    APPROVED
    Since 2025-07-15

Branch Locations

2117 Simonton Road Suite 103, Statesville, NC 28625 • 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
Woodbury Financial Services Statesville NC 01/2010 06/2020
Lpl Financial, Llc Statesville NC 06/2020 07/2025
Osaic Wealth, Inc. Statesville NC 07/2025 Present
Previous Registrations
  • 2020-06-11 → 2025-07-18
    Statesville, NC
    Fort Mill, SC
    Statesville, NC
  • 2010-01-05 → 2020-06-15
    Woodbury Financial Services, Inc.
    Statesville, NC
    Statesville, NC
    Charlotte, NC
  • 2002-08-30 → 2010-01-13
    Greensboro, NC
    Durham, NC
    Durham, NC
Other Businesses

1. 6/11/2020 - No Business Name - Investment Related - STATESVILLE NC 28625 - Non-Variable Insurance - Agent - 5 Hours Per Month During Securities Trading - Selling fixed annuities. 2. BOWMAN FINANCIAL SOLUTIONS POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/06/2010 ADDRESS: 2117 Simonton Road, Suite 103, Statesville NC 28625, United States DESCRIPTION: Provide investment and insurance solutions for our clients. 3. REAL ESTATE PURCHASE POSITION: Owner NATURE: My wife and I plan to purchase 2 adjacent undeveloped lots (each approximately .35 acres) in the city of Statesville. There are no plans at this time to build or resale the property. In several years, we may build to rent or build a house to sell on the property. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2026 ADDRESS: 1006 Hunter Street, Statesville NC 28625, United States DESCRIPTION: There is no activity needed after closing on the property. The lots are undeveloped with no structures on the land.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-06-14
S63 Uniform Securities Agent State Law Examination 1994-05-19
  • S65 Uniform Investment Adviser Law Examination
    2001-06-14
  • S63 Uniform Securities Agent State Law Examination
    1994-05-19
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Statesville, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor