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511 W. Bay Street Suite 310, Tampa, FL 33606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-23 |
Branch Locations
511 W. Bay Street Suite 310, Tampa, FL 33606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Agw Capital Advisors | Tampa | FL | 11/2019 | Present |
| Agw Capital Advisors | Tampa | FL | 11/2019 | 12/2022 |
| Wells Fargo | Charlotte | NC | 06/2017 | 09/2019 |
| Student | Tampa And Chapel Hill | NC | 12/2009 | 05/2017 |
| Triad Foundation, Inc. | Ithaca | NY | 12/2012 | Present |
| Agw Capital Advisors | Tampa | FL | 01/2023 | Present |
Triad Foundation, Inc. 15 Ascot Pl. Ithaca, NY 14850. Family foundation that provides graduate fellowships, educational programs serving children and youth, marine and tropical ecology, scientific research and human services. The foundation is not investment-related, Since 2012, Mr. Fowler has had a role in the foundation and is the currently the Associate Director, and attends quarterly meetings, reviews investments and grantmaking for the private foundation, recommends grants and conducts site visits for several non-profits. Mr. Fowler spends approximately 2 hours per month and less than 1 hour per month during trading hours on his work with the foundation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-02 |
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