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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-21 |
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
200 Pringle Avenue Suite 555, Walnut Creek , CA 94596 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bedell Frazier Investment Counselling, Llc. | Walnut Creek | CA | 09/2004 | 05/2026 |
| Bedell Frazier Investment Counselling, Llc. | Walnut Creek | CA | 05/2013 | 05/2026 |
| Kestra Financial Inc. | Walnut Creek | CA | 05/2026 | Present |
| Capital Planning Advisors | Roseville | CA | 02/2026 | 05/2026 |
Bedell Frazier Investment Counselling; Investment-related; 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596; Investment Adviser; Investment Adviser Representative; 09/2004; 160; 160; Investment Adviser Representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
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