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Advisor at THREE BELL CAPITAL LLC
Oakland, CA | DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| THREE BELL CAPITAL LLC | Mixed wealth | Nov 1, 2023 | n/a | yes | Oakland, CA|DALLAS, TX | Current employment |
| GLOBAL RETIREMENT PARTNERS LLC | Institutional manager | Oct 1, 2018 | Aug 1, 2023 | no | Wauwatosa, WI|SAN RAFAEL, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | THREE BELL CAPITAL LLC | Aug 1, 2023 | Nov 1, 2023 | 92 | Firm change | Other |