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Advisor at BELLARS HARRIS WEALTH MANAGEMENT
VIRGINIA BEACH, VA | MOUNT PLEASANT, SC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| BELLARS HARRIS WEALTH MANAGEMENT | Independent wealth | Mar 16, 2026 | n/a | yes | MOUNT PLEASANT, SC|VIRGINIA BEACH, VA | Current employment |
| CPC ADVISORS, LLC | Independent wealth | May 23, 2022 | Dec 31, 2025 | no | Virginia Beach, VA|ATLANTA, GA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | May 18, 2020 | Sep 20, 2022 | no | Virginia Beach, VA|Virginia Beach, VA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 15, 2005 | May 21, 2020 | no | VIRGINIA BEACH, VA|VIRGINIA BEACH, VA|MOUNT PLEASANT, SC | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Dec 18, 1995 | Apr 28, 2005 | no | NORFOLK, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CPC ADVISORS, LLC | BELLARS HARRIS WEALTH MANAGEMENT | Dec 31, 2025 | Mar 16, 2026 | 75 | Firm change | RIA to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | CPC ADVISORS, LLC | Sep 20, 2022 | May 23, 2022 | -120 | Firm change after gap | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | May 21, 2020 | May 18, 2020 | -3 | Firm change | Wirehouse to ibd |
| UBS FINANCIAL SERVICES INC. | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Apr 28, 2005 | Apr 15, 2005 | -13 | Firm change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111025:338986:GA:2025-12-31 | Dec 31, 2025 | Mar 16, 2026 | ATLANTA, GA | Firm change |
| 149018:111025:VA:2022-09-20 | Sep 20, 2022 | May 23, 2022 | VIRGINIA BEACH, VA | Firm change after gap |
| 7691:149018:SC:2020-05-21 | May 21, 2020 | May 18, 2020 | MOUNT PLEASANT, SC | Firm change |