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RIA / WealthAdvisorCertified Financial Planner19 years in industry

JOHN ROBERT BURCH

Advisor at EVERSOURCE WEALTH ADVISORS, LLC

Homewood, AL | BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:22270855-c948-9e61-fd79-99ca085fb6a0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 22, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERSOURCE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 3, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 3, 2007
First registration: Feb 22, 2007
Dual registered: no
IAPD individual key: 5284687

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERSOURCE WEALTH ADVISORS, LLC	Independent wealth	Apr 1, 2019	n/a	yes	Homewood, AL\|BIRMINGHAM, AL	Current employment
ATLANTIS WEALTH ADVISORS LLC	Independent wealth	Sep 24, 2014	Apr 11, 2019	no	HELENA, AL\|MAUMEE, OH	Previous registration
NEXT FINANCIAL GROUP, INC.	Former SEC adviser	Nov 13, 2013	Sep 4, 2014	no	Hoover, AL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Sep 4, 2008	Nov 21, 2013	no	BIRMINGHAM, AL	Previous registration
STERNE AGEE ASSET MANAGEMENT, INC.	Former SEC adviser	Jul 24, 2007	Aug 1, 2008	no	BIRMINGHAM, AL	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 22, 2007	Jun 29, 2007	no	MT PLEASANT, SC\|STATESBORO, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ATLANTIS WEALTH ADVISORS LLC	EVERSOURCE WEALTH ADVISORS, LLC	Apr 11, 2019	Apr 1, 2019	-10	Firm change	RIA to RIA
NEXT FINANCIAL GROUP, INC.	ATLANTIS WEALTH ADVISORS LLC	Sep 4, 2014	Sep 24, 2014	20	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	NEXT FINANCIAL GROUP, INC.	Nov 21, 2013	Nov 13, 2013	-8	Firm change	Other
STERNE AGEE ASSET MANAGEMENT, INC.	VALIC FINANCIAL ADVISORS, INC.	Aug 1, 2008	Sep 4, 2008	34	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	STERNE AGEE ASSET MANAGEMENT, INC.	Jun 29, 2007	Jul 24, 2007	25	Firm change	Other

Relationships

Registered with (6)

→ EVERSOURCE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Apr 1, 2019 to presentfactForm ADV
→ ATLANTIS WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Sep 24, 2014 to Apr 11, 2019factForm ADV
→ NEXT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 13, 2013 to Sep 4, 2014factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Sep 4, 2008 to Nov 21, 2013factForm ADV
→ STERNE AGEE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Jul 24, 2007 to Aug 1, 2008factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 22, 2007 to Jun 29, 2007factForm ADV

Dated events

No dated event names this entity yet.