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Jonathon Anthony Bell

Royalty Wealth Management, Inc.

Chicago, IL

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Current Employers
Royalty Wealth Management, Inc.

Chicago, IL • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-11
IL RA APPROVED 2015-02-23
  • TX RA
    APPROVED_RES
    Since 2020-02-11
  • IL RA
    APPROVED
    Since 2015-02-23

Branch Locations

Chicago, IL • 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
Previous Registrations
  • 2012-07-23 → 2015-07-30
    Saxony Capital Management, Llc
    Saint Louis, MO
    Chicago, IL
  • 2014-01-03 → 2014-11-24
    Rudis Capital Management, Inc.
    Chicago, IL
    St. Louis, MO
  • 2007-06-27 → 2012-07-20
    Rothschild Investment Llc
    Chicago, IL
  • 2006-09-11 → 2007-06-01
    Lasalle Financial Services, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-09-28
S63 Uniform Securities Agent State Law Examination 1994-06-20
  • S65 Uniform Investment Adviser Law Examination
    1999-09-28
  • S63 Uniform Securities Agent State Law Examination
    1994-06-20
Other Names
  • Jon Bell

View on SEC IAPD

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