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900 19Th St Nw Suite 203, Washington, DC 20006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-08-28 |
Branch Locations
Cincinnati, OH • United States
900 19Th St Nw Suite 203, Washington, DC 20006 • United States
4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-22 |
Branch Locations
31 Innovation Alley Suite G, Covington, KY 41011 • United States
4030 Smith Rd. Suite 200, Cincinnati, OH 45209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ross, Sinclaire & Associates, Llc | Cincinnati | OH | 12/2006 | 06/2020 |
| Crew Capital Management, Ltd. | Cincinnati | OH | 07/2020 | Present |
| F/M Investments Llc | Cincinnati | OH | 07/2020 | Present |
| Fnex Capital, Llc | Indianapolis | IN | 06/2024 | Present |
F/m Investments, LLC - Vice President of Intermediary Sales, Investment Adviser Representative. Mr. Bell spends 75-80% of his time working for F/m Investments, LLC, d/b/a Genoa Asset Management, where he meets with financial professionals at other firms who wish to allocate to Genoa's SMA and UMA strategies. Crew Capital Management, Ltd. - Mr. Bell spends the other 15-20% of his time as a Senior Investment Advisor at Crew Capital, where he provides financial planning, performs client service functions and makes asset allocation recommendations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-03 |
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