Charles Cameron Lewis Bell

Current Employers

Wealth Management Institute Ltd.

Frederick, MD • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2022-03-24

MD RA
APPROVED

Since 2022-03-24

Branch Locations

Frederick, MD • 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

Organization	City	State	From	To
Wealth Management Institute, Ltd.	Gaithersburg	MD	01/2001	Present
American Portfolios Financial Services, Inc.	Holbrook	NY	05/2015	10/2024
Osaic Wealth, Inc.	Frederick	MD	10/2024	Present

01/2001 → Present

Wealth Management Institute, Ltd.

Gaithersburg, MD
05/2015 → 10/2024

American Portfolios Financial Services, Inc.

Holbrook, NY
10/2024 → Present

Osaic Wealth, Inc.

Frederick, MD

Previous Registrations

1994-09-28 → 2015-05-04

Fsc Securities Corporation

Adamstown, MD

Other Businesses

1.) INVESTMENT ADVISORY SERVICES OFFERED THROUGH WEALTH MANAGEMENT INSTITUTE, LTD (A MARYLAND-REGISTERED INVESTMENT ADVISER NOT AFFILIATED WITH AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.) AS AN INVESTMENT ADVISER REPRESENTATIVE; 2.) INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1994-01-05
S63	Uniform Securities Agent State Law Examination	1992-03-09

S65 Uniform Investment Adviser Law Examination

1994-01-05
S63 Uniform Securities Agent State Law Examination

1992-03-09

Other Names

Charles Cameron Bell
Charles Cameronlewis Bell
C Cameron Bell

View on SEC IAPD