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Jeffrey Keith Larsen

Three Bell Capital LLC

Dallas, TX

Paso Robles, CA

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Current Employers
Three Bell Capital Llc

1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-06-29
  • CA RA
    APPROVED
    Since 2016-06-29

Branch Locations

1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States

Paso Robles, CA • 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
Three Bell Capital Llc Los Altos CA 06/2016 Present
Previous Registrations
  • 2015-01-13 → 2016-07-13
    Bpm Advisors, Inc.
    San Jose, CA
    Palo Alto, CA
  • 2014-12-16 → 2014-12-31
    Bpm Advisors, Inc.
    Palo Alto, CA
Other Businesses

BURR PILGER MAYER, INC., NOT INVESTMENT RELATED. 600 CALIFORNIA STREET, SUITE 600, SAN FRANCISCO, CA 94108. ACCOUNTANTS. PRIVATE CLIENT SERVICES, RETIREMENT PLAN SPECIALIST. START 07/2014. APPROX. 80 HOURS/MONTH, 4 HOURS/TRADING HOURS. CONSULTING ON RETIREMENT PLAN ACCOUNTING ISSUES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-16
  • S65 Uniform Investment Adviser Law Examination
    2014-12-16
Other Names
  • Jeff Larsen

View on SEC IAPD

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