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RIA / WealthAdvisor48 years in industry

JAMES CLAUDE BELLINGER

Advisor at RCM WEALTH ADVISORS

ITASCA, IL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 1, 2002 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: RCM WEALTH ADVISORS
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: Dec 1, 1977earliest registration or exam on IAPD
Years in industry: 48derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 18, 1981
First registration: Nov 1, 2002
Dual registered: no
Other names: JIM BELLINGER
IAPD individual key: 1007433

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
RCM WEALTH ADVISORS	Independent wealth	Aug 4, 2014	n/a	yes	ITASCA, IL	Current employment
FINANCIAL TELESIS, INC.	Former SEC adviser	May 17, 2010	Jul 28, 2014	no	SAN RAFAEL, CA\|ITASCA, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 8, 2009	May 19, 2010	no	SAN DIEGO, CA\|ITASCA, IL	Previous registration
WATERSTONE FINANCIAL GROUP, INC.	n/a	Nov 1, 2002	Sep 16, 2009	no	BOSTON, MA\|ITASCA, IL\|ITASCA, IL	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
FINANCIAL TELESIS, INC.	RCM WEALTH ADVISORS	Jul 28, 2014	Aug 4, 2014	7	Firm change	Other
LPL FINANCIAL LLC	FINANCIAL TELESIS, INC.	May 19, 2010	May 17, 2010	-2	Firm change	Other
WATERSTONE FINANCIAL GROUP, INC.	LPL FINANCIAL LLC	Sep 16, 2009	Sep 8, 2009	-8	Bulk transfer	Other

Relationships

Registered with (4)

→ RCM WEALTH ADVISORSRegistered adviserregistration: current employment
Aug 4, 2014 to presentfactForm ADV
→ FINANCIAL TELESIS, INC.Registered adviserregistration: previous registration
May 17, 2010 to Jul 28, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 8, 2009 to May 19, 2010factForm ADV
→ WATERSTONE FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Nov 1, 2002 to Sep 16, 2009factForm ADV

Dated events

No dated event names this entity yet.