Kevin Dennis Cowan

5060 North 40Th Street Suite 200, Phoenix, AZ 85018 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-05-03
AZ	RA	APPROVED	2023-02-16

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
The Vanguard Group, Inc.	Scottsdale	AZ	06/2020	01/2023
Wbc Financial	Orem	UT	01/2020	05/2020
H&R Block	Provo	UT	12/2019	01/2020
Utah Valley University	Orem	UT	08/2017	05/2020
Brigham Young University Idaho	Rexburg	ID	08/2015	07/2017
Charles Schwab	Phoenix	AZ	06/2019	08/2019
The Norden Group	Provo	UT	01/2019	06/2019
Elevate Private Wealth Advisors	Sandy	UT	02/2018	01/2019
Central Bank Of Utah	Provo	UT	08/2017	02/2018
Brigham Young University Idaho Student Health Center	Rexburg	ID	12/2016	08/2017
Brigham Young University Idaho Custodial	Rexburg	ID	03/2016	12/2016
Tfo Family Office Partners Formerly Tfo Phoenix, Inc.	Phoenix	AZ	01/2023	07/2026
Tfo Family Office Partners	Phoenix	AZ	07/2026	Present

06/2020 → 01/2023

The Vanguard Group, Inc.

Scottsdale, AZ
01/2020 → 05/2020

Wbc Financial

Orem, UT
12/2019 → 01/2020

H&R Block

Provo, UT
08/2017 → 05/2020

Utah Valley University

Orem, UT
08/2015 → 07/2017

Brigham Young University Idaho

Rexburg, ID
06/2019 → 08/2019

Charles Schwab

Phoenix, AZ
01/2019 → 06/2019

The Norden Group

Provo, UT
02/2018 → 01/2019

Elevate Private Wealth Advisors

Sandy, UT
08/2017 → 02/2018

Central Bank Of Utah

Provo, UT
12/2016 → 08/2017

Brigham Young University Idaho Student Health Center

Rexburg, ID
03/2016 → 12/2016

Brigham Young University Idaho Custodial

Rexburg, ID
01/2023 → 07/2026

Tfo Family Office Partners Formerly Tfo Phoenix, Inc.

Phoenix, AZ
07/2026 → Present

Tfo Family Office Partners

Phoenix, AZ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-08-28

Other Firms