Eugene George Bowan

Current Employers

Employment History

• 09/1997 → Present
  Zuk & Associates, Inc.
  Lake Forest, CA
• 12/1998 → 11/2017
  National Planning Corporation
  Lake Forest, CA
• 04/2017 → Present
  Valley Wealth Strategies, Llc
  Lake Forest, CA
• 11/2017 → Present
  Lpl Financial, Llc
  Lake Forest, CA

Previous Registrations

• 2017-05-16 → 2017-12-31
  Valley Wealth Strategies
  Lake Forest, CA
• 2000-09-28 → 2017-12-01
  National Planning Corporation
  Emeryville, CA
  Lake Forest, CA
  Lake Forest, CA
  Lake Forest, CA
  Los Angeles, CA

Other Businesses

1. 11/29/2017 - No Business Name - Not Investment Related - ALISO VIEJO, CA - Real Estate Rental - OWNER. 2. 11/29/2017 - CITADEL LAW OFFICES - Not Investment Related - Other - CERTIFIED ESTATE PLANNER - Start Date 2002. 3. 11/29/2017 - ZUK FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - FINANCIAL ADVISOR - Start Date 1994. 4. 11/29/2017 - No Business Name - Investment Related - Non-Variable Insurance - AGENT - Start Date 1994 - 30% Time Spent - (LIFE, LTC, FIXED ANNUITIES). 5. 1/4/2018 - Valley Wealth Strategies, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 10/2017 - 25 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through Valley Wealth Strategies, LLC, an independent investment advisor firm. I started this business activity in 10/2017. I expect to spend approximately 25 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. 1/8/2018 - Valley Wealth Strategies, LLC - DBA: (Hybrid) Zuk Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 10/2017 - 25 Hours Per Month/10 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-26
• S63 Uniform Securities Agent State Law Examination
  1994-07-29

Other Names

• Gene Bowan