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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
1007 Aurora Drive, Suite A., Fairbanks, AK 99709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Fairbanks | AK | 01/2011 | 09/2019 |
| Raymond James Financial Services Advisors, Inc. | Fairbanks | AK | 09/2019 | 06/2025 |
| Raymond James Financial Services, Inc. | Fairbanks | AK | 09/2019 | 06/2025 |
| Concurrent Advisors | Fairbanks | AK | 09/2019 | 06/2025 |
| Bell Wealth Advisors Llc | Fairbanks | AK | 09/2019 | Present |
| Lpl Financial Llc | Fairbanks | AK | 06/2025 | Present |
1 - 06/24/2025 - Bell Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date:03/20/2025 - 81 Hours/Month - 40 Hours During Trading 2 - 06/24/2025 - Roni, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - Fairbanks, AK - OBA Start Date: 06/01/2017 - 2 Hours/Month - 0 Hours During Trading 3. 08/12/2025 - Bell Wealth Partners, LLC - Business Entity For Tax/Investment Purposes Only - Fairbanks, AK - Not Inv Rel - Start date: 09/05/2019 - 81 Hours/Month - 40 Hours During Trading 4. 10/16/2025 - Prescott Global LLC - Real Estate Rental - Medford, OR - Inv rel - Start date: 7/21/2025 - 4Hours/Month - 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-10-22 |
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