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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-07 |
| MA | RA | APPROVED | 2025-08-26 |
| AZ | RA | APPROVED | 2025-04-14 |
| TX | RA | APPROVED | 2025-03-31 |
| NJ | RA | APPROVED | 2025-03-25 |
| CA | RA | APPROVED | 2024-09-05 |
| CT | RA | APPROVED | 2024-09-05 |
| NY | RA | APPROVED | 2024-09-05 |
| SC | RA | APPROVED | 2024-09-05 |
| FL | RA | APPROVED | 2021-05-17 |
Branch Locations
Fountain Square 2700 N. Military Trail, Suite 230, Boca Raton, FL 33431 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Securities Corp | Boca Raton | FL | 12/2015 | 06/2017 |
| National Asset Management | Boca Raton | FL | 01/2016 | 06/2017 |
| Stoever Glass & Co | Boca Raton | FL | 06/2017 | 03/2019 |
| Stoever Glass Wealth Mgmt | Boca Raton | FL | 06/2017 | 03/2019 |
| Stoever Glass Insurance Agency | Boca Raton | FL | 07/2017 | 03/2019 |
| Morgan Stanley | Boca Raton | FL | 03/2019 | 05/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2019 | 05/2021 |
| A.G.P. / Alliance Global Partners | Boca Raton | FL | 05/2021 | Present |
1. Bell Wealth Management LLC. Investment Related, Del Ray Beach FL, DBA, President, 02/2026, Zero Hours, DBA for Business and Payroll Purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-07 |
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