DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at BELLARS HARRIS WEALTH MANAGEMENT
VIRGINIA BEACH, VA
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 | Jan 2, 2026 | n/a | yes | VIRGINIA BEACH, VA | Current employment |
| CPC ADVISORS, LLC | Independent wealth | May 5, 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 | Oct 22, 2018 | May 21, 2020 | no | VIRGINIA BEACH, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CPC ADVISORS, LLC | BELLARS HARRIS WEALTH MANAGEMENT | Dec 31, 2025 | Jan 2, 2026 | 2 | Firm change | RIA to new firm |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | CPC ADVISORS, LLC | Sep 20, 2022 | May 5, 2022 | -138 | 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 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 111025:338986:GA:2025-12-31 | Dec 31, 2025 | Jan 2, 2026 | ATLANTA, GA | Firm change |
| 149018:111025:VA:2022-09-20 | Sep 20, 2022 | May 5, 2022 | VIRGINIA BEACH, VA | Firm change after gap |
| 7691:149018:VA:2020-05-21 | May 21, 2020 | May 18, 2020 | VIRGINIA BEACH, VA | Firm change |