Charlotte Grace Bell

774A Walker Road, Great Falls, VA 22066 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-27
TX	RA	APPROVED	2026-04-27
VA	RA	APPROVED	2026-04-27

Branch Locations

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

Organization	City	State	From	To
Jpmorgan Chase Bank, Na	Palm Beach	FL	07/2024	04/2026
Jpmorgan Securities Llc	Palm Beach	FL	07/2024	04/2026
George Washington University	Washington	DC	08/2021	05/2023
Goldman Sachs	Boston	MA	06/2023	08/2023
George Washington University	Washington	DC	08/2023	06/2024
Bluespring Wealth Partners	Reston	VA	05/2021	08/2021
George Washington University, School Of Business	Washington	DC	08/2020	06/2024
Bluespring Wealth Partners	Reston	VA	05/2022	08/2022
Stm Tennis Llc	Potomac	MD	06/2021	08/2021
Unemployed	Great Falls	VA	07/2014	07/2020
Trio Wealth Management, Llc	Great Falls	VA	04/2026	Present

07/2024 → 04/2026

Jpmorgan Chase Bank, Na

Palm Beach, FL
07/2024 → 04/2026

Jpmorgan Securities Llc

Palm Beach, FL
08/2021 → 05/2023

George Washington University

Washington, DC
06/2023 → 08/2023

Goldman Sachs

Boston, MA
08/2023 → 06/2024

George Washington University

Washington, DC
05/2021 → 08/2021

Bluespring Wealth Partners

Reston, VA
08/2020 → 06/2024

George Washington University, School Of Business

Washington, DC
05/2022 → 08/2022

Bluespring Wealth Partners

Reston, VA
06/2021 → 08/2021

Stm Tennis Llc

Potomac, MD
07/2014 → 07/2020

Unemployed

Great Falls, VA
04/2026 → Present

Trio Wealth Management, Llc

Great Falls, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-12

Other Firms