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Maria Lucia Genevieve Bell

Human Investing

Lake Oswego, OR

CRD 7491460

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Employer firm

Human Investing CRD 133017

$2.22B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • TAX CONSULTING AND COMPLIANCE SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Human Investing

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-04-26
  • OR RA
    APPROVED
    Since 2022-04-26

Branch Locations

6000 Meadows Rd Suite 105, Lake Oswego, OR 97035 • 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
Human Investing Lake Oswego OR 01/2017 Present
Lady Hill Winery St. Paul OR 11/2012 12/2016
  • 01/2017 → Present
    Lake Oswego, OR
  • 11/2012 → 12/2016
    Lady Hill Winery
    St. Paul, OR
Other Businesses

Name/address of business: St. Patrick Catholic Church, 1623 NW 19th Ave, Portland OR 97209 Investment related? No Nature of business: Church Position/title: Wedding coordinator Start date: June 2021 Hours per month: 3-6 (none during securities trading hours) Duties: Assist couples at my parish with their wedding ceremony and coordinate with pastor/celebrant. Name/address of business: Beautycounter, Newberg, Oregon Investment related? No Nature of business: Online retailer/beauty products Position/title: Consultant Start date: October 2019 Hours per month: 2-4 (none during securities trading hours) Duties: Affiliate link marketing, earn commission via direct sales of product.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-26
  • S65 Uniform Investment Adviser Law Examination
    2022-04-26
Other Names
  • Maria Owen
  • Eve Owen
  • Eve Bell

View on SEC IAPD

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