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Current Employers
Bell & Brown Wealth Advisors, Llc

1305 Park Avenue, Newport Beach, CA 92662 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-01-04
  • CA RA
    APPROVED
    Since 2016-01-04

Branch Locations

1305 Park Avenue, Newport Beach, CA 92662 • 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
Brown & Bell Wealth Advisors Newport Beach CA 05/2015 Present
  • 05/2015 → Present
    Brown & Bell Wealth Advisors
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-02
  • S66 Uniform Combined State Law Examination
    2011-05-02
Other Names
  • Marilyn Jean Wade

View on SEC IAPD

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