BELL INVESTMENT ADVISORS INC

CRD #108383 SEC #801-56417 ORINDA, CA 510-433-1066

SEC Registered

Total AUM

$686.4M

Discretionary

$625M

Employees

Clients

Accounts

1,157

Firm Details

Organization Type: Corporation
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jun 24, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BAYLIS, BRIAN, RAY	I	CHIEF COMPLIANCE OFFICER	NA	Control
BELL, EMILY, HELEN	I	OWNER	NA
BELL, FORREST, RYAN	I	OWNER	NA
BELL, JAMES, FREDERICK	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	PRESIDENT	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHIEF INVESTMENT OFFICER	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHIEF INVESTMENT OFFICER	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	NA	Control
BELL, JAMES, FREDERICK	I	FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS	NA	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	NA	Control
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, JOHANNA, DEL BOSQUE	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA
KING, MATTHEW, P	I	PORTFOLIO MANGER, CHIEF COMPLIANCE OFFICER	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, CHIEF COMPLIANCE OFFICER	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, CHIEF COMPLIANCE OFFICER	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, CHIEF COMPLIANCE OFFICER	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, CHIEF COMPLIANCE OFFICER	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, CHIEF COMPLIANCE OFFICER	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
KING, MATTHEW, P	I	PORTFOLIO MANGER, INVESTMENT MANAGER	NA	Control
KING, MATTHEW, P	I	TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST	NA	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CFO	E	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CFO	E	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CFO	E	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATIONS OFFICER	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CFO	E	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CFO	E	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CFO, COMPLIANCE OFFICER	E	Control
BELL, JAMES, FREDERICK	I	PRESIDENT, CFO	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	E	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, BONNIE, BONETTI	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	D	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	D	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	D	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	D	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	D	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	D	Control
BELL FAMILY 2001 TRUST	DE	SHAREHOLDER	C
BELL FAMILY 2001 TRUST	DE	SHAREHOLDER	C
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	C	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	C	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	C	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	C	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	C	Control
BELL, JAMES, FREDERICK	I	TRUSTEE OF BELL FAMILY 2001 TRUST	C	Control
BRIAN R. BAYLIS, TRUSTEE, BELL INVESTMENT ADVISORS INC. EMPLOYEE STOCK OWNERSHIP PLAN	DE	OWNER	B
BRIAN R. BAYLIS, TRUSTEE, BELL INVESTMENT ADVISORS INC. EMPLOYEE STOCK OWNERSHIP PLAN	DE	OWNER	B
BRIAN R. BAYLIS, TRUSTEE, BELL INVESTMENT ADVISORS INC. EMPLOYEE STOCK OWNERSHIP PLAN	DE	OWNER	B
BRIAN R. BAYLIS, TRUSTEE, BELL INVESTMENT ADVISORS INC. EMPLOYEE STOCK OWNERSHIP PLAN	DE	OWNER	B
BRIAN R. BAYLIS, TRUSTEE, BELL INVESTMENT ADVISORS INC. EMPLOYEE STOCK OWNERSHIP PLAN	DE	OWNER	B
BRIAN R. BAYLIS, TRUSTEE, BELL INVESTMENT ADVISORS INC. EMPLOYEE STOCK OWNERSHIP PLAN	DE	OWNER	B
BRIAN R. BAYLIS, TRUSTEE, BELL INVESTMENT ADVISORS INC. EMPLOYEE STOCK OWNERSHIP PLAN	DE	OWNER	B
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, EMILY, HELEN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A	Control
BELL, FORREST, RYAN	I	OWNER	A
BELL, FORREST, RYAN	I	OWNER	A	Control
BELL, FORREST, RYAN	I	PRESIDENT, FINANCIAL PLANNER, SENIOR INVESTMENT ADVISOR, OWNER	A	Control
BELL, FORREST, RYAN	I	PRESIDENT, FINANCIAL PLANNER, SENIOR INVESTMENT ADVISOR, OWNER	A	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	A	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	A	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	A	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	A	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	A	Control
BELL, FORREST, RYAN	I	OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER	A	Control

Registrations

Federal

Jun 24, 2025 REGISTERED

Notice Filings (10)

AK AZ CA CT LA NV NY OR TX WA

Address

2 THEATRE SQUARE
SUITE 315
ORINDA, CA 94563
United States

Phone: 510-433-1066