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540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-12-06 |
Branch Locations
540 Madison Ave. 9Th Floor, New York, NY 10022 • United States
2000 Smallman Street, Suite 203A, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pittsburgh | PA | 01/2014 | 10/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 01/2014 | 10/2017 |
| Snowden Lane Partners | New York | NY | 12/2017 | Present |
Bowen HOA Consulting - Owner; Consulting for HOA boards and treasurers on system setup, transitioning accounting data, establishing online payment portals, customizing communications, and providing brief training sessions; Intermittent, project-based work conducted outside of firm business hours (evenings and weekends). Each engagement typically lasts 1- 2 months. Average 15 hours per month Fee Based, 15 hours per month for 1-2 months per project but not during business hours. Not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-08 |
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