DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner32 years in industry

JAMES BRETT BELLISTON

Advisor at TANARA WEALTH MANAGEMENT LLC

St. Augustine, FL | LEHI, UT

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:757f3ae1-4d23-44db-05e4-ee8f559e7a4c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 2
Observed: Jan 11, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

James Brett Belliston

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

James Brett Belliston

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TANARA WEALTH MANAGEMENT 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: Oct 4, 1993earliest 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: 7
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 4, 1993
First registration: Jan 11, 2000
Dual registered: no
Other names: JAMES BRETTLY BELLISTON|BRETT BELLISTON|J. BRETT BELLISTON
IAPD individual key: 2402952

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
TANARA WEALTH MANAGEMENT LLC	Independent wealth	Apr 14, 2026	n/a	yes	St. Augustine, FL\|LEHI, UT	Current employment
ANDINA ADVISORS	Independent wealth	Jan 10, 2019	Apr 8, 2026	no	LOGAN, UT\|St Augustine, FL	Previous registration
ANDINA ADVISORS	Independent wealth	Sep 20, 2013	Dec 31, 2018	no	LOGAN, UT\|HIGHLAND, UT	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Apr 18, 2011	Sep 17, 2013	no	PROVO, UT\|SALT LAKE CITY, UT	Previous registration
KNOX CAPITAL ADVISORS, LLC	Former SEC adviser	Jun 3, 2004	Apr 15, 2009	no	DRAPER, UT	Previous registration
KNOX CAPITAL ADVISORS, LLC	Former SEC adviser	Jun 3, 2004	Jun 9, 2004	no	DRAPER, UT	Previous registration
M HOLDINGS SECURITIES, INC.	Bd affiliated wealth	Mar 9, 2004	Jun 2, 2004	no	DRAPER, UT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 11, 2000	Mar 8, 2004	no	SALT LAKE CITY, UT	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
ANDINA ADVISORS	TANARA WEALTH MANAGEMENT LLC	Apr 8, 2026	Apr 14, 2026	6	Firm change	RIA to new firm
ZIONS CAPITAL ADVISORS, INC.	ANDINA ADVISORS	Sep 17, 2013	Sep 20, 2013	3	Firm change	Other
KNOX CAPITAL ADVISORS, LLC	ZIONS CAPITAL ADVISORS, INC.	Apr 15, 2009	Apr 18, 2011	733	Firm change after gap	Other
M HOLDINGS SECURITIES, INC.	KNOX CAPITAL ADVISORS, LLC	Jun 2, 2004	Jun 3, 2004	1	Firm change	Other
OSAIC FA, INC.	M HOLDINGS SECURITIES, INC.	Mar 8, 2004	Mar 9, 2004	1	Firm change	Other

Relationships

Registered with (6)

→ TANARA WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ ANDINA ADVISORSRegistered adviserregistration: previous registration
Jan 10, 2019 to Apr 8, 2026factForm ADV
→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Apr 18, 2011 to Sep 17, 2013factForm ADV
→ KNOX CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 3, 2004 to Apr 15, 2009factForm ADV
→ M HOLDINGS SECURITIES, INC.Registered adviserregistration: previous registration
Mar 9, 2004 to Jun 2, 2004factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 11, 2000 to Mar 8, 2004factForm ADV

Dated events

Occurred
Apr 8, 2026
Advisor changed firm
James Brett Belliston left Andina Advisors for Tanara Wealth Management Llc (registered 2026-04-14)
Form ADVobserved 5 days ago