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Advisor at BELL INVESTMENT ADVISORS INC
ORINDA, CA
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 |
|---|---|---|---|---|---|---|
| BELL INVESTMENT ADVISORS INC | Independent wealth | Sep 18, 2025 | n/a | yes | ORINDA, CA | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Dec 11, 2024 | Sep 15, 2025 | no | Benicia, CA|SAN DIEGO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | BELL INVESTMENT ADVISORS INC | Sep 15, 2025 | Sep 18, 2025 | 3 | Firm change | Ibd to RIA |