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

Joshua David Pearson

Blue Bell Private Wealth Management, LLCindependent RIABlue Bell, PaIA-onlyIAPD 6536431

Certified Financial Planner

Feed of 09/14/2026

Also filed as Joshua D Pearson

At current firm

0 y

since Feb 5, 2026

In the industry

11 y

since Jul 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Investment Advisor Representativereportedbluebellpwm.comfirm site, Sep 15, 2026
Designations: CFPreportedbluebellpwm.comas printed on the bio page, Sep 16, 2026
Professional profile: bluebellpwm.com/team/joshua-pearsonreportedbluebellpwm.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Blue Bell Private Wealth Management, LLC independent RIA current
since Feb 5, 2026 · Blue Bell, Pa
Vanguard Advisers, Inc. BD affiliated
Apr 5, 2022 to Feb 10, 2026 · Malvern, Pa
Commonwealth Financial Network national BD
Nov 14, 2019 to May 21, 2021 · Wilmington, De
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 2, 2016 to Aug 15, 2019 · Exton, Pa

Moves

a registration end followed by a registration begin elsewhere

Vanguard Advisers, Inc. to Blue Bell Private Wealth Management, LLC
left Feb 10, 2026, registered Feb 5, 2026 (-5 days) · Affiliated broker-dealer or bank to independent RIA
Commonwealth Financial Network to Vanguard Advisers, Inc.
left May 21, 2021, registered Apr 5, 2022 (319 days) · Affiliated broker-dealer or bank to another
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Commonwealth Financial Network
left Aug 15, 2019, registered Nov 14, 2019 (91 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Joshua David Pearson left Vanguard Advisers, Inc. for Blue Bell Private Wealth Management, Llc (registered 2026-02-05)
Feb 10, 2026 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address