Kevin Dennis Cowan
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Tfo Family Office PartnersJul 2026 to now
- Tfo Family Office Partners Formerly Tfo Phoenix, Inc.Jan 2023 to Jul 2026
- The Vanguard Group, Inc.Jun 2020 to Jan 2023
- WBC FinancialJan 2020 to May 2020
- H&R BlockDec 2019 to Jan 2020
- Charles SchwabJun 2019 to Aug 2019
- The Norden GroupJan 2019 to Jun 2019
- Elevate Private Wealth AdvisorsFeb 2018 to Jan 2019
- Utah Valley UniversityAug 2017 to May 2020
- Central Bank of UtahAug 2017 to Feb 2018
- Brigham Young University Idaho Student Health CenterDec 2016 to Aug 2017
- Brigham Young University Idaho CustodialMar 2016 to Dec 2016
- Brigham Young University IdahoAug 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Tfo Family Office Partners
Legal name: Tfo Family Office Partners, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 6915618
- 159440