Victor D Bell

Current Employers

Employment History

• 03/2012 → 04/2019
  Lpl Financial, Llc
  Canonsburg, PA
• 04/2019 → Present
  Cwm, Llc Dba Carson Group Partners
  Omaha, NE
• 01/2019 → Present
  Washington Financial - Under Program Marketing Name Wealth Manag
  Canonsburg, PA
• 01/2000 → Present
  Cornerstone Care
  Greensboro, PA
• 04/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2012-03-14 → 2019-04-08
  Lpl Financial Llc
  San Diego, CA
  Canonsburg, PA
  Mcmurray, PA
  Washington, PA
  Bridgeville, PA
  Burgettstwon, PA
• 2007-07-20 → 2012-03-22
  Walnut Street Securities, Inc.
  Canonsburg, PA
  New York, NY
  Washington, PA

Other Businesses

1. NAME OF OTHER BUSINESS: CWM, LLC DBA CARSON GROUP PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING AND ADDITIONAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: WEALTH MANAGER START DATE: 4/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING AND SERVICE FEE BASED ADVISORY ACCOUNTS THROUGH THE CARSON GROUP PLATFORM 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 1/2019 APX NUMBER OF HOURS PER WEEK: 2.5 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 3. NAME OF OTHER BUSINESS: RBV WEALTH MANAGEMENT, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 8, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-24
• S63 Uniform Securities Agent State Law Examination
  1995-05-17