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.

Current firm

SWBC INVESTMENT ADVISORY SERVICES LLC

Current firm class

no raum reportedderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 27, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

13derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

Jun 27, 2000

First registration

Nov 15, 2011

Dual registered

no

Other names

SARA REEDER BELL|SARA MARJORIE REEDER|SARA R BELL|SARA REEDER BELL

IAPD individual key

4023055

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df0e2ddc-4411-05c3-3f9b-a5d7c1bde4cd

First observed

Nov 15, 2011

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.