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Stephen Foster Bell

Sendero Wealth Management, LLC

San Antonio, TX

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Current Employers
Sendero Wealth Management, Llc

250 W. Nottingham Suite 300, San Antonio, TX 78209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-29
  • TX RA
    APPROVED
    Since 2024-02-29

Branch Locations

250 W. Nottingham Suite 300, San Antonio, TX 78209 • 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
Exencial Wealth Advisors, Llc San Antonio TX 06/2022 12/2023
Unemployed San Antonio TX 01/2018 09/2018
Alsay Inc. San Antonio TX 01/2009 12/2017
Broadway Bank San Antonio TX 10/2018 06/2022
Sendero Wealth Management San Antonio TX 02/2024 Present
  • 06/2022 → 12/2023
    Exencial Wealth Advisors, Llc
    San Antonio, TX
  • 01/2018 → 09/2018
    Unemployed
    San Antonio, TX
  • 01/2009 → 12/2017
    Alsay Inc.
    San Antonio, TX
  • 10/2018 → 06/2022
    Broadway Bank
    San Antonio, TX
  • 02/2024 → Present
    Sendero Wealth Management
    San Antonio, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-28
  • S65 Uniform Investment Adviser Law Examination
    2023-08-28

View on SEC IAPD

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