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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
200 Pringle Avenue Suite 555, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Inc. | Walnut Creek | CA | 05/2026 | Present |
| Morgan Stanley | Walnut Creek | CA | 10/2018 | 01/2022 |
| Unemployed | Orinda | CA | 05/2012 | 10/2018 |
| Bedell Frazier Investment Counselling, Llc | Walnut Creek | CA | 06/2022 | 05/2026 |
| Unemployed | Orinda | CA | 01/2022 | 06/2022 |
| Capital Planning Advisors Llc | Roseville | CA | 02/2026 | 05/2026 |
Bedell Frazier Investment Counselling, LLC; Investment-related; 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596; Investment Adviser; Investment Adviser Representative; 06/2022; 160; 160; Investment Adviser Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-12 |
| S66 | Uniform Combined State Law Examination | 2001-01-17 |
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