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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-05-20 |
Branch Locations
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
200 Pringle Avenue Suite 555, Walnut Creek, CA 94596 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Inc. | Walnut Creek | CA | 05/2026 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chandler | AZ | 03/2014 | 03/2017 |
| Self Employed | Walnut Creek | CA | 08/2001 | Present |
| Bank Of America, N.A. | Chandler | AZ | 04/2014 | 03/2017 |
| Charles Schwab & Co., Inc. | Phoenix | AZ | 02/2019 | 02/2020 |
| Bedell Frazier Investment Counselling, Llc | Walnut Creek | CA | 02/2020 | 05/2026 |
| Capital Planning Advisors Llc | Roseville | CA | 02/2026 | 05/2026 |
Bedell Frazier Investment Counselling, LLC; Investment-related; 200 Pringle Avenue, Suite 555, Walnut Creek, CA 94596; Investment Adviser; Investment Adviser Representative; 02/2020; 160; 160; Investment Adviser Representative JUSTIN AMIT OFFICIATING NOT INVESTMENT RELATED PHOENIX, AZ OFFICIATING BASEBALL & FOOTBALL GAMES SPORTS OFFICIAL SOLE PROPIETERSHIP START DATE: AUGUST 2001 10 HOURS/MONTH 0 HOURS DURING SECURITIES TRADING HOURS Officiating Football and Baseball games.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-02 |
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