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Charles A. Bowman

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CRD#: 872112
CB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Charles Albert Bowman was a registered financial professional .

Charles is a previously registered financial professional and started their career in finance in 1979. Charles had worked at 11 firms and has passed the Series 63, SIE, Series 3, Series 5 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

November 20, 2020 - December 17, 2022

CND FINANCIAL LTD.

BD
CRD#: 132864
BULVERDE, TX
Past

August 18, 2004 - July 31, 2020

AMERICAN INVESTORS GROUP, INC.

BD
CRD#: 10020
Yukon, OK
Past

March 11, 1997 - August 17, 2004

AMERICAN INVESTORS GROUP, INC.

BD
CRD#: 10020
MINNETONKA, MN
Past

November 7, 1991 - March 25, 1997

A. B. CULBERTSON AND COMPANY

BD
CRD#: 6870
FORT WORTH, TX
Past

September 1, 1989 - March 26, 1990

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

December 5, 1988 - May 20, 1989

ANDERSON, BRYANT & CO.

BD
CRD#: 13185
Past

July 5, 1988 - November 9, 1988

WILLIAM C. LANGDON AND COMPANY, INC.

BD
CRD#: 18370
Past

January 10, 1987 - June 6, 1988

FITZGERALD, DEARMAN & ROBERTS, INC.

BD
CRD#: 317
Past

March 9, 1985 - January 13, 1986

HOUCHIN, ADAMSON & CO., INC.

BD
CRD#: 8313
Past

June 11, 1981 - February 28, 1985

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

April 16, 1980 - June 22, 1981

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

January 31, 1980 - April 22, 1980

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

October 2, 1979 - January 31, 1980

BLYTH EASTMAN DILLON & CO. INCORPORATED

BD
CRD#: 6361

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/20/1979
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 12/11/1982
Interest Rate Options Examination
General Industry/Product Exam

Current Firm


CF
CND FINANCIAL LTD.
CND FINANCIAL LTD.

CRD#: 132864 / SEC#: , 8-66645

BD
Terminated by SEC on 02/19/2023
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 05/25/2004
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
COLLIER, MILTON CLYDE JRLIMITED PARTNER, PRESIDENT,CCO, CEO858452
CND HOLDINGS LLCGENERAL PARTNER
BRADBERRY, DORAN ESTUS JRFINOP867520

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CND FINANCIAL LTD.

CRD#: 132864

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