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302 Wingo Way Suite 203, Mount Pleasant, SC 29464 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-04 |
Branch Locations
302 Wingo Way Suite 203, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Mount Pleasant | SC | 08/2014 | Present |
| Palmetto Benefit Group | Mount Pleasant | SC | 06/2009 | Present |
| Bowen Financial Group Dba Bowen Private Wealth | North Charleston | SC | 12/2008 | Present |
| Society Of Financial Awareness | Mount Pleasant | SC | 01/2019 | Present |
| Bowen Wealth | Mount Pleasant | SC | 06/2021 | Present |
(1) 12/2008-PRESENT, BOWEN FINANCIAL GROUP dba Bowen Private Wealth, 497 BRAMSON CT, SUITE 102 MOUNT PLEASANT, SC 29464, OWNER/ INSURANCE AGENT AND SELLS FIXED INDEX ANNUITIES AS WELL AS TERM AND UNIVERSAL LIFE INSURANCE. HOURS DEDICATED: 20/WEEK (15/WEEK DURING TRADING HOURS) (2) 10/2010-PRESENT, PALMETTO BENEFIT GROUP, 497 BRAMSON CT, SUITE 102 MOUNT PLEASANT, SC 29464, OWNER/INSURANCE SALES, HOURS DEDICATED 30/WEEK (20/WEEK DURING TRADING HOURS) (3) Society of Financial Awareness; not investment related; 497 BRAMSON CT, SUITE 102 MOUNT PLEASANT, SC 29464, non-profit education; 5 hrs/ month approx 1 during trading hours; Presenting financial education classes. (4) Also sell Insurance and Annuities is clients need it. Commissions average $700,000 per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-19 |
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