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2 Theatre Square Suite 315, Orinda, CA 94563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-03-23 |
Branch Locations
2 Theatre Square Suite 315, Orinda, CA 94563 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell Investment Advisors, Inc. | Oakland | CA | 02/2010 | Present |
CHAIRMAN OF THE BOARD OF ADVISORS FOR SOFTWARE NEXT DOOR, INC. NOT INVESTMENT RELATED. MEMBER OF BOARD OF ADVISORS SINCE JUNE, 2009. SPENDS APPROXIMATELY 10 HOURS PER MONTH, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS. THE BOARD PROVIDES BUSINESS STRATEGY AND PLANNING ADVICE TO THE COMPANY'S SENIOR MANAGEMENT TEAM. SND SOFTWARE, INC. 3701 SACRAMENTO STREET, #406 SAN FRANCISCO, CA 94118 USA PHONE NUMBER: 408-624-1227
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-22 |
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