David Bowman is a CFP-designated registered investment advisor, based in Roanoke, VA, with 16 years of industry experience.
Location
10 Franklin Rd, Se, Ste 500, Roanoke, VA, 24011
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David works as a scuba instructor for Aquatrek Adventures, providing scuba diving training and instruction. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 7 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 7 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 7 mos
Previous Registrations
Bb&t Securities, LLC
September 2018 - February 2021 · 2 yrs 5 mos
Bb&t Securities, LLCBroker
September 2018 - February 2021 · 2 yrs 5 mos
Suntrust Advisory Services, INC.
September 2016 - September 2018 · 2 yrs
Suntrust Investment Services, INC.
July 2009 - December 2016 · 7 yrs 5 mos
Suntrust Investment Services, INC.Broker
June 2009 - September 2018 · 9 yrs 3 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.