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Alison Marie Bowman

Charles Schwab & Co., Inc.

Los Angeles, CA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-09
  • CA RA
    APPROVED
    Since 2025-05-09

Branch Locations

1840 Century Park East Suite 100, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Los Angeles CA 01/2023 04/2025
Starbucks San Diego CA 06/2022 12/2022
Full Time Education Chapel Hill NC 08/2019 05/2022
Deepscribe Chapel Hill NC 08/2021 12/2021
Monroe Community College Rochester NY 09/2014 08/2019
Full Time Education San Diego CA 01/2018 12/2018
Bath & Body Works San Diego CA 08/2017 12/2017
Juice Press New York NY 06/2017 08/2017
Barnes & Noble San Diego CA 06/2018 12/2018
University Of Rochester Rochester NY 04/2019 12/2019
Pittsford Sutherland High School Pittsford NY 08/2013 06/2017
Fidelity Investments Boston MA 03/2025 04/2025
Charles Schwab & Co., Inc Los Angeles CA 05/2025 Present
Charles Schwab Bank Los Angeles CA 05/2025 Present
  • 01/2023 → 04/2025
    Fidelity Investments
    Los Angeles, CA
  • 06/2022 → 12/2022
    Starbucks
    San Diego, CA
  • 08/2019 → 05/2022
    Full Time Education
    Chapel Hill, NC
  • 08/2021 → 12/2021
    Deepscribe
    Chapel Hill, NC
  • 09/2014 → 08/2019
    Monroe Community College
    Rochester, NY
  • 01/2018 → 12/2018
    Full Time Education
    San Diego, CA
  • 08/2017 → 12/2017
    Bath & Body Works
    San Diego, CA
  • 06/2017 → 08/2017
    Juice Press
    New York, NY
  • 06/2018 → 12/2018
    Barnes & Noble
    San Diego, CA
  • 04/2019 → 12/2019
    University Of Rochester
    Rochester, NY
  • 08/2013 → 06/2017
    Pittsford Sutherland High School
    Pittsford, NY
  • 03/2025 → 04/2025
    Fidelity Investments
    Boston, MA
  • 05/2025 → Present
    Charles Schwab & Co., Inc
    Los Angeles, CA
  • 05/2025 → Present
    Charles Schwab Bank
    Los Angeles, CA
Previous Registrations
  • 2025-03-31 → 2025-04-15
    Strategic Advisers Llc
    Boston, MA
  • 2023-06-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-08
S63 Uniform Securities Agent State Law Examination 2023-04-14
  • S65 Uniform Investment Adviser Law Examination
    2023-06-08
  • S63 Uniform Securities Agent State Law Examination
    2023-04-14

View on SEC IAPD

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NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

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DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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