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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-25 |
Branch Locations
3228 Hillcrest Park Dr, Medford, OR 97504 • United States
Eagle Point, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2002 | 09/2021 |
| Raymond James Financial Services, Inc | Medford | OR | 10/2021 | 06/2025 |
| Bell Wealth Advisors | Medford | OR | 10/2021 | 06/2025 |
| Concurrent Advisors | Medford | OR | 10/2021 | 06/2025 |
| Raymond James Financial Services Advisors, Inc | Medford | OR | 01/2022 | 06/2025 |
| Cook Advisors Llc | Medford | OR | 10/2021 | Present |
| Bell Wealth Management | Medford | OR | 10/2021 | 06/2025 |
| Lpl Financial Llc | Medford | OR | 06/2025 | Present |
1. Cook Advisors LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Medford, OR 97504 - Start Date: 04/01/2025 - 120 Hrs/Mth - 30 Hrs During Trading - Time Spent: 60 2. Bell Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - Medford, OR 97504 - Start Date: 06/24/2025 - 40 Hrs/Mth - 10 Hrs During Trading - Time Spent: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-21 |
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