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JB

James T. Bell

ARIA CAPITAL ADVISORS
ST. PETERSBURG, FL 33701
CRD#: 3076397
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JB
James Tillman Bell JRARIA CAPITAL ADVISORS

Professional summary


James Tillman Bell JR is a registered financial professional currently at ARIA CAPITAL ADVISORS, LLC located in St. Petersburg, Florida.

James is registered as a RR (Registered Representative) and started their career in finance in 2000. James has worked at 2 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view James Tillman Bell JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 5, 2006 - Present

ARIA CAPITAL ADVISORS, LLC

Office #1: 475 Central Avenue, Suite M1, St. Petersburg, FL 33701
BD
CRD#: 130891
ST. PETERSBURG, FL
Past

September 8, 2000 - September 20, 2006

KPMG CORPORATE FINANCE LLC

BD
CRD#: 103973
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AC
ARIA CAPITAL ADVISORS, LLC
ARIA CAPITAL ADVISORS, LLC

CRD#: 130891 / SEC#: , 8-66407

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
475 Central Avenue, Suite M1, St. Petersburg, FL 33701
Mailing Address
475 Central Avenue, Suite M1, St. Petersburg, FL 33701
Phone number
(727) 561-0900
Established
Georgia since 07/22/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ZWACK, JOHN ANTHONYMANAGING DIRECTOR/FINOP/CHIEF COMPLIANCE OFFICER4438875

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARIA CAPITAL ADVISORS, LLC

CRD#: 130891St. Petersburg, FL 33701

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