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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 | Jul 29, 2019 | n/a | yes | ORINDA, CA | Current employment |
| BURLESON & COMPANY, LLC | Former SEC adviser | Jan 1, 2016 | May 31, 2023 | no | PETALUMA, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BURLESON & COMPANY, LLC | BELL INVESTMENT ADVISORS INC | May 31, 2023 | Jul 29, 2019 | -1,402 | Firm change after gap | RIA to RIA |