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1266 East Main Street 4Th Floor, Stamford, CT 06902-3546 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Investment Advisors, Inc. | Oakland | CA | 12/2010 | 07/2019 |
| Fundx Investment Group | San Francisco | CA | 08/2019 | 06/2025 |
| Basso Capital Management, L.P. | Stamford | CT | 06/2025 | Present |
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