Cary Joel Cowan

Current Employers

Employment History

• 06/1979 → Present
  Cowan Financial Group
  St Augustine, FL
• 05/2003 → 04/2023
  Next Financial Group Inc
  St. Augustine, FL
• 04/2023 → 07/2025
  Cadaret Grant & Co., Inc.
  St. Augustine, FL
• 05/2023 → 01/2024
  Arch Global Advisors, Llc D/B/A Cowan Financial Group
  St. Augustine, FL
• 01/2024 → Present
  Arch Global Advisors, Llc D/B/A Cowan Financial Group
  St. Augustine, FL
• 07/2025 → Present
  Lpl Financial Llc
  St. Augustine, FL

Previous Registrations

• 2023-04-24 → 2025-07-10
  Cadaret, Grant & Co., Inc.
  St. Augustine, FL
  Syracuse, NY
  Syracuse, NY
• 2003-06-17 → 2023-04-21
  Next Financial Group, Inc.
  Boca Raton, FL
  Saint Augustine, FL
  Welaka, FL

Other Businesses

1- 07/2025 - Lifetime Financial Strategies, LLC - Author - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 1 hour per month/ during trading 2- 07/2025 - Rental Property/Office Space - Real Estate Rental - Owner - Investment Related - At Reported Business Location(s) - Start Date 08/01/2019 - 0 hours per month/ during trading 3- 07/2025 - Lifetime Financial Strategies, LLC - Business Owner - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 5 hours per month/ during trading 4- 07/2025 - Cowan Financial Group, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2016 - 80 hours per month/ during trading 5- 07/16/2025 - Arch Global Advisors - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/01/2023 - 5 hours per month/ during trading - I provide investment advisory services through Arch Global Advisors, LLC, an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6- 02/23/2026 - Arch Global Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/20/2023 - 10 hours per month/ during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-01-29

Designations

Other Names

• Cary Joel Cowan