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2 Theatre Square Suite 315, Orinda, CA 94563 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-05 |
| TX | RA | APPROVED_RES | 2016-01-27 |
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 | 09/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-30 |
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