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1305 Park Avenue, Newport Beach, CA 92662 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-05-12 |
| TX | RA | APPROVED | 2015-05-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bell & Brown Wealth Advisors, Llc | Newport Beach | CA | 05/2015 | Present |
North East of the Well; not investment-related; 2025 Newport Blvd Costa Mesa, CA 92627; nature is Ministry focused on Women (Human trafficking, addiction and abuse); position is Board Member; no title; start date is 12/12/22; number of hours/month devoted to other business is 5-10 hours; number of hours devoted to other business during security trading hours is 0; and a brief description entails being a Board member regarding some MC fund raisers and helping with gatherings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-03-18 |
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