DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Brandon Bell
Feed of 09/14/2026
Also filed as Brandon Bell
At current firm
1 y
since Mar 31, 2025
In the industry
30 y
since Jun 25, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Prosperity Capital Advisors independent RIA currentsince Mar 31, 2025 · Blacksburg, Va
- Bell Wealth Management, Inc. unclassifiedNov 18, 2021 to Mar 27, 2025 · Roanoke, Va
- Sound Income Strategies, LLC independent RIAJun 2, 2017 to Nov 17, 2021 · Roanoke, Va
- Cantella & Co., Inc. formerMar 14, 2014 to Jun 2, 2017 · Roanoke, Va
- Independent Financial Partners BD affiliatedMay 22, 2012 to Mar 14, 2014 · Roanoke, Va
- LPL Financial LLC BD affiliatedJul 2, 2002 to May 23, 2012 · Roanoke, Va
Moves
a registration end followed by a registration begin elsewhere
- Bell Wealth Management, Inc. to Prosperity Capital Advisorsleft Mar 27, 2025, registered Mar 31, 2025 (4 days) · Other
- Sound Income Strategies, LLC to Bell Wealth Management, Inc.left Nov 17, 2021, registered Nov 18, 2021 (1 days) · Other
- Cantella & Co., Inc. to Sound Income Strategies, LLCleft Jun 2, 2017, registered Jun 2, 2017 (0 days) · Other
- Independent Financial Partners to Cantella & Co., Inc.left Mar 14, 2014, registered Mar 14, 2014 (0 days) · Other
- LPL Financial LLC to Independent Financial Partnersleft May 23, 2012, registered May 22, 2012 (-1 days) · Other
Signals
- John Brandon Bell left Bell Wealth Management, Inc. for Prosperity Capital Advisors (registered 2025-03-31)Mar 27, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address