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MARCELLA BETHLY MITCHELL
MARCELLA BETHLY
CRD#: 2887992
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Investment Adviser
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Previous Broker
KDK PRIVATE WEALTH MANAGEMENTCRD#: 299583 1616 SOUTH VOSS
SUITE 800
HOUSTON, TX 77057
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2009 - 2010 (1 year)2 FIRMS2010 - 2011 (<1 year)2 FIRMS2012 - 2017 (4 years)IAKDK PRIVATE WEALTH MANAGEMENT (CRD# 299583)2023 - Present (1 year)BPFS INVESTMENTS INC. (CRD# 10111)1997 - 1999 (1 year)IAMERCER GLOBAL ADVISORS INC. (CRD# 147363)2017 - 2020 (3 years)
License(s)

State Registrations

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Texas 8/1/2023

Current Registration(s)
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KDK PRIVATE WEALTH MANAGEMENT (CRD#:299583)
1616 SOUTH VOSS SUITE 800, HOUSTON, TX 77057
Registered with this firm since 8/1/2023

Previous Registration(s)
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05/11/2017 - 12/31/2020 MERCER GLOBAL ADVISORS INC. (CRD#:147363) DENVER, CO
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12/14/2012 - 03/15/2017 SYNOVUS SECURITIES, INC. (CRD#:14023) ATLANTA, GA
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12/14/2012 - 03/15/2017 SYNOVUS SECURITIES, INC. (CRD#:14023) ATLANTA, GA
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11/29/2010 - 08/04/2011 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) TAMPA, FL
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11/11/2010 - 08/04/2011 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) TAMPA, FL
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10/01/2009 - 10/29/2010 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) SNELLVILLE, GA
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09/14/2009 - 10/29/2010 THRIVENT INVESTMENT MANAGEMENT INC. (CRD#:18387) SNELLVILLE, GA
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08/04/1997 - 04/23/1999 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
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Investment Adviser
Disclosures
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