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RIA / WealthAdvisorCertified Financial Planner27 years in industry

JAMES BRYAN KEITH BALLENTINE

Advisor at BCA PRIVATE WEALTH, INC.

GREENVILLE, SC

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Search this name across graphsid dfx:ria:8975aae7-f247-e943-43dd-d85a55d52bac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 31, 1999 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: BCA PRIVATE WEALTH, INC.
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: Mar 4, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Mar 4, 1999
First registration: Mar 31, 1999
Dual registered: no
Other names: BRYAN BALLENTINE|KEITH BALLENTINE|KEITH BALLENTINE|JAMES BRYAN BALLENTINE|JAMES BRYAN KEITH BALLENTINE
IAPD individual key: 3183968

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
DISCIPLINE WEALTH SOLUTIONS, INC.	Independent wealth	Aug 18, 2023	n/a	yes	GREENVILLE, SC	Current employment
BCA PRIVATE WEALTH, INC.	Independent wealth	Jun 15, 2006	n/a	yes	GREENVILLE, SC	Current employment
TRIAD ADVISORS, LLC	Former SEC adviser	May 12, 2006	Jun 13, 2006	no	GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|GREENVILLE, SC\|ANDERSON, SC	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Aug 10, 2004	May 19, 2006	no	GREENVILLE, SC	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Mar 31, 1999	Apr 13, 2004	no	GREENVILLE, SC	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
TRIAD ADVISORS, LLC	BCA PRIVATE WEALTH, INC.	Jun 13, 2006	Jun 15, 2006	2	Firm change	Other
WELLS FARGO ADVISORS	TRIAD ADVISORS, LLC	May 19, 2006	May 12, 2006	-7	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	WELLS FARGO ADVISORS	Apr 13, 2004	Aug 10, 2004	119	Firm change	Ibd to wirehouse

Relationships

Registered with (5)

→ DISCIPLINE WEALTH SOLUTIONS, INC.Registered adviserregistration: current employment
Aug 18, 2023 to presentfactForm ADV
→ BCA PRIVATE WEALTH, INC.Registered adviserregistration: current employment
Jun 15, 2006 to presentfactForm ADV
→ TRIAD ADVISORS, LLCRegistered adviserregistration: previous registration
May 12, 2006 to Jun 13, 2006factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Aug 10, 2004 to May 19, 2006factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Mar 31, 1999 to Apr 13, 2004factForm ADV

Dated events

No dated event names this entity yet.