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Brandon Alexander Bell

Edelman Financial Engines

San Diego, CA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-22
CA RA APPROVED 2023-01-13
  • TX RA
    APPROVED
    Since 2024-05-22
  • CA RA
    APPROVED
    Since 2023-01-13

Branch Locations

3570 Carmel Mountain Rd Suite 450, San Diego, CA 92130 • 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
OrganizationCityStateFromTo
Bank Of America, N.A. Mountain View CA 11/2015 07/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mountain View CA 11/2015 07/2020
Fidelity Brokerage Services Llc Sunnyvale CA 07/2020 12/2022
Financial Engines Advisors L.L.C Santa Clara CA 01/2023 Present
  • 11/2015 → 07/2020
    Bank Of America, N.A.
    Mountain View, CA
  • 11/2015 → 07/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mountain View, CA
  • 07/2020 → 12/2022
    Fidelity Brokerage Services Llc
    Sunnyvale, CA
  • 01/2023 → Present
    Financial Engines Advisors L.L.C
    Santa Clara, CA
Previous Registrations
  • 2020-08-19 → 2022-12-15
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
  • 2015-12-08 → 2020-07-28
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Mountain View, CA
    Mountain View, CA
    San Jose, CA
    Los Altos, CA
    Los Altos, CA
    Los Altos, CA
    San Jose, CA
    Los Altos, CA
    Los Altos, CA
  • 2015-01-26 → 2015-07-28
    Edward Jones
    Santa Clara, CA
    St Louis, MO
    Santa Clara, CA
  • 2012-07-24 → 2014-08-18
    Harrisdirect Llc
    Arlington, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-22
  • S66 Uniform Combined State Law Examination
    2011-12-22
Other Names
  • Brandon Alexander Bell
  • Brandon Bell

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
RBC CAPITAL MARKETS, LLC · SAN DIEGO, CA
CETERA INVESTMENT MANAGEMENT LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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