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Lafayette, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Investment Advisors, Inc. | Oakland | CA | 07/2003 | Present |
| Dana Nelson | Lafayette | CA | 08/2011 | Present |
| Truetide Wealth, Llc | Lafayette | CA | 10/2018 | Present |
Dana Nelson is registered as an Investment Adviser Representative with Bell Investment Advisors Inc. where he provides consulting to Investment Adviser Representatives of the RIA and does not have contact with clients of Bell Investment Advisors Inc. This activity accounts for approximately 5-15% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-12-12 |
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