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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-06-24 |
| TX | RA | APPROVED | 2025-06-24 |
Branch Locations
3228 Hillcrest Park Dr, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Fairbanks | AK | 02/2016 | 04/2017 |
| Fidelity Brokerage Services Llc | American Fork | UT | 05/2017 | 10/2017 |
| Wells Fargo Clearing Services, Llc | Anchorage | AK | 11/2017 | 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 | 11/2022 |
| Bell Wealth Advisors Llc | Fairbanks | AK | 09/2019 | Present |
| Lpl Financial Llc | Medford | OR | 06/2025 | Present |
1. 06/24/2025 - Bell Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business Location(s) - Start Date: 03/20/2025 - 250 Hrs/Mth - 200 Hrs During Trading - Time Spent:100 2. 07/31/2025 - Bell Wealth Advisors LLC - Business Entity for Tax / Investment Purposes Only - Not Investment Related - Fairbanks , Fairbanks, AK - Start Date :02/01/2019 - 250 Hrs/Mth - 200 Hrs During Trading - Time Spent:100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-30 |
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