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Bethlehem, PA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2013-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crayola, Llc | Easton | PA | 06/1993 | 08/2017 |
| Rowan Financial Llc | Bethlehem | PA | 07/2010 | Present |
| Origin Financial | San Francisco | CA | 10/2021 | 08/2022 |
| Various Llcs | Bethlehem | PA | 06/2018 | Present |
| Advisors Give Back | Oakland | CA | 02/2025 | Present |
| You Unlimited Lcc | Bethlehem | PA | 12/2023 | Present |
Dave Rowan participates in the following outside business activities: AAH LLC, is located in Bethlehem, PA and was organized in January 2022. Dave is the Managing Member. Dave spends ~ .25 hours per month on this activity during trading hours. AAH LLC is a holding company that holds AAH1, LLC (see below). Its purpose is to receive and disperse capital inflows and outflows from the company for easier accounting tracking. AAH1 LLC, is located in Bethlehem, PA and was organized in January 2022. AAH1 LLC is a property development, rehabilitation, and management company. Dave is the Managing Member. Dave spends ~4.75 hours per month on this activity, 1.5 of those hours during trading hours. Duties include discussing tenant issues with property management, bookkeeping, and making decisions regarding property management. Advisors Give Back, is located in Oakland, CA. Dave's relationship with Advisors Give Back began in February 2025. Advisors Give Back is a platform that matches volunteer financial planners to those seeking financial help at little to no cost. Dave serves as a pro bono financial planner for the organization. Dave spends ~2-3 hour per month on this activity, 0 hours during trading hours. Dave provides financial planning as a volunteer to matched "clients". You Unlimited LLC, is located in Bethlehem, PA and was organized in December 2023. You Unlimited LLC is a financial coaching and education business. Dave is a co-founder. Dave spends ~9.25 hours per month on this activity, 3 of those hours during trading hours. Duties include content development and providing financial coaching and education through the You Unlimited platform.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-02 |
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