Dylan Lee Bowman

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 05/2022
  Doordash
  Tucson, Phoenix, AZ
• 04/2020 → 05/2021
  Arizona Commerce Authority
  Phoenix, AZ
• 05/2019 → 07/2019
  Vivint
  Tulsa, OK
• 08/2019 → 02/2020
  Gentle Bens
  Tucson, AZ
• 06/2021 → 08/2021
  Riot House (Riot Hospitality Group)
  Scottsdale, AZ
• 05/2018 → 08/2018
  Westin Kierland Resort & Spa
  Scottsdale, AZ
• 11/2021 → 05/2022
  Hifi Kitchen & Cocktails
  Tucson, AZ
• 05/2020 → 03/2022
  Pollen
  Tucson, AZ
• 05/2021 → 08/2021
  Neon Logistics
  Scottsdale, AZ
• 05/2021 → 02/2022
  Neon Logistics
  Tucson, AZ
• 08/2014 → 05/2018
  Cactus Shadows High School
  Cave Creek, AZ
• 06/2022 → 04/2024
  Fidelity Investments
  Dallas, TX
• 08/2018 → 05/2022
  University Of Arizona
  Tucson, AZ
• 04/2024 → Present
  Creativeone Wealth
  Overland Park, KS
• 03/2024 → Present
  Prospect Wealth Advisors
  Scottsdale, AZ

Previous Registrations

• 2023-04-03 → 2023-07-12
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Other Businesses

Prospect Wealth Advisors, Scottsdale, AZ, Investment Related; Financial Advisor; 03/2024 to present; 120 hrs/month and during securities trading hours. Solwater Store, Scottsdale, AZ, E-commerce, online sales of consumer products; Owner; 02/2024 to present; 10 hrs/month and 0 hours during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2023-03-22