DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner24 years in industry

NELL RICHESON CORDICK

Advisor at BOGART WEALTH, LLC

MCLEAN, 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:5b70de2a-d8b9-354b-caf4-977f3f34ec72

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 2, 2005 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: BOGART WEALTH, 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: Apr 1, 2002earliest 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: 2
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 11, 2004
First registration: Feb 2, 2005
Dual registered: no
Other names: NELL RICHESON CORDICK|NELL R CORDICK|FLORA GAYNELL RICHESON
IAPD individual key: 4805063

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
BOGART WEALTH, LLC	Independent wealth	Apr 8, 2020	n/a	yes	MCLEAN, VA	Current employment
BB&T SECURITIES, LLC	Former SEC adviser	Jan 2, 2018	Dec 31, 2018	no	CHARLOTTE, NC\|MCLEAN, VA	Previous registration
BB&T INVESTMENT SERVICES, INC.	Former SEC adviser	Mar 7, 2006	Jan 2, 2018	no	FALLS CHURCH, VA\|CHARLOTTE, NC\|CHARLOTTE, NC\|MCLEAN, VA	Previous registration
BB&T ASSET MANAGEMENT, INC.	n/a	Feb 2, 2005	Mar 8, 2006	no	RALEIGH, NC	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
BB&T SECURITIES, LLC	BOGART WEALTH, LLC	Dec 31, 2018	Apr 8, 2020	464	Firm change after gap	Ibd to RIA
BB&T INVESTMENT SERVICES, INC.	BB&T SECURITIES, LLC	Jan 2, 2018	Jan 2, 2018	0	Bulk transfer	Other
BB&T ASSET MANAGEMENT, INC.	BB&T INVESTMENT SERVICES, INC.	Mar 8, 2006	Mar 7, 2006	-1	Firm change	Other

Relationships

Registered with (4)

→ BOGART WEALTH, LLCRegistered adviserregistration: current employment
Apr 8, 2020 to presentfactForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Jan 2, 2018 to Dec 31, 2018factForm ADV
→ BB&T INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Mar 7, 2006 to Jan 2, 2018factForm ADV
→ BB&T ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 2, 2005 to Mar 8, 2006factForm ADV

Dated events

No dated event names this entity yet.