Casey Bowman is a registered investment advisor, based in Scottsdale, AZ, with 8 years of industry experience.
Location
14321 N Northsight Blvd, Scottsdale, AZ, 85260
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Vanguard Advisers, INC.
January 2026 - Present · 4 mos
Vanguard Marketing CorporationBroker
January 2026 - Present · 4 mos
Vanguard Marketing Corporation
January 2026 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2024 - January 2026 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2024 - January 2026 · 1 yr 11 mos
J.P. Morgan Securities LLCBroker
April 2022 - February 2024 · 1 yr 10 mos
J.P. Morgan Securities LLC
April 2022 - February 2024 · 1 yr 10 mos
Tfo Phoenix, INC.
December 2018 - April 2022 · 3 yrs 4 mos
Vanguard Marketing CorporationBroker
August 2017 - August 2018 · 1 yr
State Registrations2 states
AZTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.