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RIA / WealthAdvisor32 years in industry

VICTOR GABRIEL BOLTNIEW

Advisor at SOLID ROCK INVESTMENT ADVISORY LLC

CLEVELAND, TN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 13, 2008 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: SOLID ROCK INVESTMENT ADVISORY LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Feb 12, 2008
First registration: Feb 13, 2008
Dual registered: no
Other names: VICTOR GABRIEL BOLTNIEW
IAPD individual key: 5426117

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
SOLID ROCK INVESTMENT ADVISORY LLC	State registered	Oct 21, 2025	n/a	yes	CLEVELAND, TN	Current employment
CAPITAL RETIREMENT PLANNING, LLC	State registered	May 4, 2017	Oct 20, 2025	no	Cleveland, TN\|GEORGETOWN, TX	Previous registration
CG ADVISORY SERVICES	Independent wealth	Oct 11, 2012	May 12, 2017	no	CLEVELAND, TN\|WILLIAMSTON, MI\|CLEVELAND, TN	Previous registration
AMERICAN INVESTMENT SERVICES	Former SEC adviser	Sep 24, 2009	Dec 31, 2012	no	CLEVELAND, TN	Previous registration
ENVISION INVESTMENT ADVISORS, LLC	n/a	Jan 8, 2009	Mar 13, 2009	no	CLEVELAND, TN\|OMAHA, NE	Previous registration
ENVISION INVESTMENT ADVISORS, LLC	n/a	Feb 13, 2008	Dec 31, 2008	no	CLEVELAND, TN\|OMAHA, NE	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 RETIREMENT PLANNING, LLC	SOLID ROCK INVESTMENT ADVISORY LLC	Oct 20, 2025	Oct 21, 2025	1	Firm change	Other
CG ADVISORY SERVICES	CAPITAL RETIREMENT PLANNING, LLC	May 12, 2017	May 4, 2017	-8	Firm change	Other
AMERICAN INVESTMENT SERVICES	CG ADVISORY SERVICES	Dec 31, 2012	Oct 11, 2012	-81	Firm change after gap	Other
ENVISION INVESTMENT ADVISORS, LLC	AMERICAN INVESTMENT SERVICES	Mar 13, 2009	Sep 24, 2009	195	Firm change	Other

Relationships

Registered with (5)

→ SOLID ROCK INVESTMENT ADVISORY LLCRegistered adviserregistration: current employment
Oct 21, 2025 to presentfactForm ADV
→ CAPITAL RETIREMENT PLANNING, LLCRegistered adviserregistration: previous registration
May 4, 2017 to Oct 20, 2025factForm ADV
→ CG ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 11, 2012 to May 12, 2017factForm ADV
→ AMERICAN INVESTMENT SERVICESRegistered adviserregistration: previous registration
Sep 24, 2009 to Dec 31, 2012factForm ADV
→ ENVISION INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 8, 2009 to Mar 13, 2009factForm ADV

Dated events

Occurred
Oct 20, 2025
Advisor changed firm
Victor Gabriel Boltniew left Capital Retirement Planning, Llc for Solid Rock Investment Advisory Llc (registered 2025-10-21)
Form ADVobserved 6 days ago