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30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-31 |
Branch Locations
2020 Kraft Drive, Suite 3004, Blacksburg, VA 24060 • United States
30400 Detroit Road Suite 201, Westlake, OH 44145 • United States
3140 Chaparral Drive, Bldg. C, Suite 108, Roanoke, VA 24018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Wealth Management, Dba: Brandon Bell Financial Partners | Roanoke | VA | 05/2012 | 11/2021 |
| Cantella & Co., Inc. | Boston | MA | 03/2014 | 06/2017 |
| Sound Income Strategies, Llc | Roanoke | VA | 06/2017 | 11/2021 |
| Bell Wealth Management Inc. Dba Brandon Bell Financial Partners | Roanoke | VA | 10/2021 | 05/2024 |
| Bell Wealth Management, Inc. (Dba Sw Virginia Wealth Management) | Roanoke | VA | 05/2024 | Present |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 03/2025 | Present |
1. Mr. Bell is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Mr. Bell spends approx. 10 hrs/week during trading hours on this activity. 2. Mr. Bell is a board member for Leisure Legacy. Mr. Bell attends monthly board meetings for non-profit fundraising, spending less than one hour per month outside of trading hours on this activity. 3. Mr. Bell works with the local chapter of the American Financial Education Alliance (AFEA). Mr. Bell conducts seminars to help eliminate financial illiteracy as part of her marketing efforts. There are no product sales or company names mentioned at these seminars. Mr. Bell spends approximately 5 hours per month on this activity during trading hours. 4. Mr. Bell is President/Owner of Bell Wealth Management, Inc. d.b.a. Southwest Virginia Wealth Management. Bell Wealth Management Inc. provides financial planning, insurance and investment advisory services. Compensation for advisory services are received on fee basis. Insurance compensation is based on commissions with those insurance carriers. 5. Mr. Bell is the President/Owner of Brandon Bell Financial Group, Inc.. This entity is used to process insurance commissions and file taxes. Mr. Bell spends approximately one hour per month on this activity during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-06-25 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-25 |
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