DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

JONATHAN ANDREW INGRAM

Advisor at SOLLINDA CAPITAL MANAGEMENT LLC

MIAMI, FL | ROANOKE, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:333fee45-8ec5-2629-cd8e-984781fc445c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2010 to Sep 14, 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: SOLLINDA CAPITAL MANAGEMENT LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 26, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jan 26, 2010
First registration: Feb 9, 2010
Dual registered: yes, broker-dealer
Other names: ANDY INGRAM
IAPD individual key: 5720008

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
SOLLINDA CAPITAL MANAGEMENT LLC	Mixed wealth	May 15, 2024	n/a	yes	MIAMI, FL\|ROANOKE, VA	Current employment
CAPITAL INVESTMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Oct 24, 2013	May 3, 2024	no	RALEIGH, NC\|ROANOKE, VA\|ROANOKE, VA	Previous registration
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Nov 4, 2011	Jul 15, 2013	no	ROANOKE, VA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 9, 2010	Nov 23, 2011	no	ROANOKE, VA	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
CAPITAL INVESTMENT ADVISORY SERVICES, LLC	SOLLINDA CAPITAL MANAGEMENT LLC	May 3, 2024	May 15, 2024	12	Firm change	Ibd to RIA
FIRST CITIZENS INVESTOR SERVICES, INC.	CAPITAL INVESTMENT ADVISORY SERVICES, LLC	Jul 15, 2013	Oct 24, 2013	101	Firm change	Other
MSI FINANCIAL SERVICES, INC.	FIRST CITIZENS INVESTOR SERVICES, INC.	Nov 23, 2011	Nov 4, 2011	-19	Firm change	Other

Relationships

Registered with (4)

→ SOLLINDA CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
May 15, 2024 to presentfactForm ADV
→ CAPITAL INVESTMENT ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Oct 24, 2013 to May 3, 2024factForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Nov 4, 2011 to Jul 15, 2013factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 9, 2010 to Nov 23, 2011factForm ADV

Dated events

Occurred
May 3, 2024
Advisor changed firm
Jonathan Andrew Ingram left Capital Investment Advisory Services, Llc for Sollinda Capital Management Llc (registered 2024-05-15)
Form ADVobserved 6 days ago