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RIA / WealthAdvisor23 years in industry

ROBERT VANCE BURNETTE

Advisor at WELLNESS INVESTMENT ADVISERS LLC

Piqua, OH | SUMMIT, NJ | PIQUA, OH | Dublin, OH

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Search this name across graphsid dfx:ria:ad381b23-d099-dacb-486d-553f05f27fc2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 24, 2004 to Sep 15, 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: WELLNESS INVESTMENT ADVISERS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 2
Registered states: 2
Exams: S65|S63
First exam: May 21, 2004
First registration: Jun 24, 2004
Dual registered: no
Other names: ROB BURNETTE
IAPD individual key: 1430593

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
SIMPLICITY WEALTH	Mixed wealth	Jul 2, 2026	n/a	yes	SUMMIT, NJ\|Piqua, OH	Current employment
WELLNESS INVESTMENT ADVISERS LLC	State registered	Jan 4, 2016	n/a	yes	Dublin, OH\|PIQUA, OH	Current employment
SWS ADVISORS, INC.	State registered	May 31, 2012	Dec 31, 2015	no	COLUMBUS, OH	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Oct 24, 2011	May 25, 2012	no	WESTERVILLE, OH	Previous registration
WELLNESS FINANCIAL ADVISERS, LLC	n/a	Feb 6, 2009	Oct 27, 2011	no	LEWIS CENTER, OH	Previous registration
AMVEST SECURITIES, INCORPORATED	n/a	Feb 25, 2008	Jan 26, 2009	no	WORTHINGTON, OH	Previous registration
AMERICAN GENERAL SECURITIES INCORPORATED	n/a	Jun 24, 2004	Dec 31, 2005	no	ROUND ROCK, TX	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
SWS ADVISORS, INC.	WELLNESS INVESTMENT ADVISERS LLC	Dec 31, 2015	Jan 4, 2016	4	Firm change	Other
AMERITAS ADVISORY SERVICES	SWS ADVISORS, INC.	May 25, 2012	May 31, 2012	6	Firm change	Other
WELLNESS FINANCIAL ADVISERS, LLC	AMERITAS ADVISORY SERVICES	Oct 27, 2011	Oct 24, 2011	-3	Firm change	Other
AMVEST SECURITIES, INCORPORATED	WELLNESS FINANCIAL ADVISERS, LLC	Jan 26, 2009	Feb 6, 2009	11	Firm change	Other
AMERICAN GENERAL SECURITIES INCORPORATED	AMVEST SECURITIES, INCORPORATED	Dec 31, 2005	Feb 25, 2008	786	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
120054:282042:OH:2015-12-31	Dec 31, 2015	Jan 4, 2016	COLUMBUS, OH	Firm change

Relationships

Registered with (7)

→ SIMPLICITY WEALTHRegistered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ WELLNESS INVESTMENT ADVISERS LLCRegistered adviserregistration: current employment
Jan 4, 2016 to presentfactForm ADV
→ SWS ADVISORS, INC.Registered adviserregistration: previous registration
May 31, 2012 to Dec 31, 2015factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 24, 2011 to May 25, 2012factForm ADV
→ WELLNESS FINANCIAL ADVISERS, LLCRegistered adviserregistration: previous registration
Feb 6, 2009 to Oct 27, 2011factForm ADV
→ AMVEST SECURITIES, INCORPORATEDRegistered adviserregistration: previous registration
Feb 25, 2008 to Jan 26, 2009factForm ADV
→ AMERICAN GENERAL SECURITIES INCORPORATEDRegistered adviserregistration: previous registration
Jun 24, 2004 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.