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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

MELNER ROBERT BOND

Advisor at OASIS WEALTH PLANNING ADVISORS

NASHVILLE, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 15, 2004 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: OASIS WEALTH PLANNING ADVISORS
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: Sep 26, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Chartered Financial Analyst
Exams: S63
First exam: Sep 26, 2001
First registration: Jun 15, 2004
Dual registered: no
Other names: MEL BOND
IAPD individual key: 1496587

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
OASIS WEALTH PLANNING ADVISORS	Independent wealth	Apr 2, 2020	n/a	yes	NASHVILLE, TN	Current employment
ENVISION WEALTH PLANNING	Former SEC adviser	Jul 25, 2016	Apr 10, 2017	no	FRANKLIN, TN	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Mar 15, 2005	Nov 10, 2010	no	BOWLING GREEN, KY	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 15, 2004	Nov 4, 2004	no	NASHVILLE, TN	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
ENVISION WEALTH PLANNING	OASIS WEALTH PLANNING ADVISORS	Apr 10, 2017	Apr 2, 2020	1,088	Firm change after gap	Other
BB&T ASSET MANAGEMENT, INC.	ENVISION WEALTH PLANNING	Nov 10, 2010	Jul 25, 2016	2,084	Firm change after gap	Other
MML INVESTORS SERVICES, LLC	BB&T ASSET MANAGEMENT, INC.	Nov 4, 2004	Mar 15, 2005	131	Firm change	Other

Relationships

Registered with (4)

→ OASIS WEALTH PLANNING ADVISORSRegistered adviserregistration: current employment
Apr 2, 2020 to presentfactForm ADV
→ ENVISION WEALTH PLANNINGRegistered adviserregistration: previous registration
Jul 25, 2016 to Apr 10, 2017factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 15, 2005 to Nov 10, 2010factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 15, 2004 to Nov 4, 2004factForm ADV

Dated events

No dated event names this entity yet.