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RIA / WealthAdvisor30 years in industry

JOHN BRANDON BELL

Advisor at PROSPERITY CAPITAL ADVISORS

Blacksburg, VA | Roanoke, VA | WESTLAKE, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 2, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PROSPERITY CAPITAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 25, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 25, 1996
First registration: Jul 2, 2002
Dual registered: no
Other names: Brandon Bell
IAPD individual key: 2744350

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PROSPERITY CAPITAL ADVISORS	Independent wealth	Mar 31, 2025	n/a	yes	Blacksburg, VA\|WESTLAKE, OH\|Roanoke, VA	Current employment
BELL WEALTH MANAGEMENT, INC.	n/a	Nov 18, 2021	Mar 27, 2025	no	ROANOKE, VA\|Roanoke, VA	Previous registration
SOUND INCOME STRATEGIES, LLC	Independent wealth	Jun 2, 2017	Nov 17, 2021	no	Roanoke, VA\|FORT LAUDERDALE, FL	Previous registration
CANTELLA & CO., INC.	Former SEC adviser	Mar 14, 2014	Jun 2, 2017	no	ROANOKE, VA\|Malden, MA\|ROANOKE, VA	Previous registration
INDEPENDENT FINANCIAL PARTNERS	Bd affiliated wealth	May 22, 2012	Mar 14, 2014	no	ROANOKE, VA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 2, 2002	May 23, 2012	no	ROANOKE, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BELL WEALTH MANAGEMENT, INC.	PROSPERITY CAPITAL ADVISORS	Mar 27, 2025	Mar 31, 2025	4	Firm change	Other
SOUND INCOME STRATEGIES, LLC	BELL WEALTH MANAGEMENT, INC.	Nov 17, 2021	Nov 18, 2021	1	Firm change	Other
CANTELLA & CO., INC.	SOUND INCOME STRATEGIES, LLC	Jun 2, 2017	Jun 2, 2017	0	Firm change	Other
INDEPENDENT FINANCIAL PARTNERS	CANTELLA & CO., INC.	Mar 14, 2014	Mar 14, 2014	0	Firm change	Other
LPL FINANCIAL LLC	INDEPENDENT FINANCIAL PARTNERS	May 23, 2012	May 22, 2012	-1	Firm change	Other

Relationships

Registered with (6)

→ PROSPERITY CAPITAL ADVISORSRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ BELL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Nov 18, 2021 to Mar 27, 2025factForm ADV
→ SOUND INCOME STRATEGIES, LLCRegistered adviserregistration: previous registration
Jun 2, 2017 to Nov 17, 2021factForm ADV
→ CANTELLA & CO., INC.Registered adviserregistration: previous registration
Mar 14, 2014 to Jun 2, 2017factForm ADV
→ INDEPENDENT FINANCIAL PARTNERSRegistered adviserregistration: previous registration
May 22, 2012 to Mar 14, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 2, 2002 to May 23, 2012factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
John Brandon Bell left Bell Wealth Management, Inc. for Prosperity Capital Advisors (registered 2025-03-31)
Form ADVobserved 4 days ago