Robert Allen Bowen

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  York, PA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  York, PA

Other Businesses

SPIRITRUST LUTHERAN, INV RELATED, YORK, PA, FINANCE & AUDIT COMMITTEE MEMBER, START 1/1/2011, 3 HOURS PER MONTH/2 DURING TRADING. YORK COUNTY LIBRARIES, INV RELATED, YORK, PA, FINANCE AND AUDIT COMMITTEE, START: 6/1/2018, LESS THAN 1 HOUR PER MONTH/ 1 DURING TRADING, DUTIES: REVIEW FINANCIALS. SPIRITRUST LUTHERAN, INV RELATED, YORK, PA, 403B SUB-COMMITTEE MEMBER, START 1/1/2013, .33 HOURS PER MONTH, ZERO DURING TRADING, REVIEWING OPERATION OF RETIREMENT PLAN. SPIRITTRUST LUTHERAN FOUNDATION, INV RELATED, YORK, PA, TREASURER, START 4/25/2019, .2 HOURS PER MONTH, .2 HOURS DURING TRADING, ACTING AS A LIAISON BETWEEN THE BOARD TREASURER IN NAME ONLY. ADVENT LUTHERAN CHURCH, INV RELATED, YORK, PA, ENDOWMENT COMMITTEE CHAIRMAN, START 5/14/2019, .33 HOURS PER MONTH, ZERO DURING TRADING, CHAIRING MEETINGS, MANAGING THE COMMITTEE, SUPERVISING INV MGR, REVIEWING PERFORMANCE AND ASSET ALLOCATION, SETTING POLICIES FOR ENDOWMENT, AND SPENDING DISTRIBUTION.; SPIRITRUST LUTHERAN, INVT RELATED, YORK, PA, CHAIRMAN OF 403B OVERSIGHT COMMITTEE, START DATE 8/9/2021, 0.33 HRS PER MONTH, 0.33 HRS DURING TRADING, ATTENDING QUARTERLY MEETINGS WITH OUTSIDE CONSULTANT, REVIEW PLAN PROVISIONS AND INVESTMENTS AND APPROVE CHANGES TO INVESTMENT ON PLATFORM. SPIRITRUST LUTHERAN, NOT INVT RELATED, YORK, PA, CHAIRMAN OF THE BOARD, START DATE 2/23/2023, 2 HRS PER MONTH, 1 HR PER MONTH, ATTENDING AND RUNNING QUARTERLY MEETINGS TO ENGAGE IN ALL MATTERS PERTAINING TO MANAGEMENT AND SUPERVISION OF CEO.; EXECUTOR FOR MOTHER, INV RELATED, YORK, PA, START: 5/17/2024, 5 HOURS A MONTH, 5 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-12
• S63 Uniform Securities Agent State Law Examination
  1986-11-12