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Steven Robert Bell

The Wealth Conservatory

Plymouth, CA

Livermore, CA

Lebanon, NH

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Current Employers
The Wealth Conservatory

29 School Street, Lebanon, NH 03766 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-02
  • CA RA
    APPROVED
    Since 2026-03-02

Branch Locations

Plymouth, CA • United States

2300 First Street #336, Livermore, CA 94550 • United States

29 School Street, Lebanon, NH 03766 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comprehensive Planning Associates, Inc. Lebanon NH 04/2009 Present
  • 04/2009 → Present
    Comprehensive Planning Associates, Inc.
    Lebanon, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-22
  • S65 Uniform Investment Adviser Law Examination
    2001-01-22
Designations

View on SEC IAPD

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