Best Investors Account Sign in

Patrick Bell

Edward Jones

San Rafael, CA

Claim This Profile
Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-02-18
CA RA APPROVED 2019-02-21
  • TX RA
    APPROVED_RES
    Since 2022-02-18
  • CA RA
    APPROVED
    Since 2019-02-21

Branch Locations

1121 4Th Street, San Rafael, CA 94901 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2018 Present
Klarity Fx San Francisco CA 12/2014 12/2018
  • 12/2018 → Present
    Edward Jones
    St Louis, MO
  • 12/2014 → 12/2018
    Klarity Fx
    San Francisco, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-02-19
S63 Uniform Securities Agent State Law Examination 2007-03-26
  • S66 Uniform Combined State Law Examination
    2019-02-19
  • S63 Uniform Securities Agent State Law Examination
    2007-03-26
Other Names
  • Patrick William Bell
  • Patrick Bell

View on SEC IAPD

Other Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
HCM WEALTH
O'DONNELL FINANCIAL SERVICES, LLC
MADRONE INVESTMENT ADVISORY, LLC
FIDUCIARY FINANCIAL GROUP, LLC
MORGAN STANLEY
INDEPENDENT FINANCIAL GROUP, LLC
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC.

Other Investors

MATTHEW AARON HODUS
KENNETH LAURANZANO
Michael J Heckmann
Alexander Joel Heckmann
Peter Albert Goudy
CATHERINE B CHOI
COLIN Edward Austin WELLS
JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
HUTCHINSON & ZIEGLER FINANCIAL ADVISORS, INC. · SAN RAFAEL, CA

More in San Rafael, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor