DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Andrew Bellamy
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/15/2026
Also filed as Jack Bellamy
At current firm
2 y
since Jan 30, 2024
In the industry
16 y
since Sep 1, 2010 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Jan 30, 2024 · Oakland, Ca
- Wealth Enhancement Advisory Services, LLC BD affiliatedDec 7, 2022 to Dec 1, 2023 · Oakland, Ca
- Ginsburg Financial Advisors formerMay 31, 2018 to Dec 31, 2022 · Oakland, Ca
- Ginsburg Financial Advisors formerJun 29, 2016 to Dec 31, 2017 · Oakland, Ca
- Clarity Wealth Advisors independent RIANov 19, 2013 to Nov 23, 2015 · San Jose, Ca
- Millie Capital Management LLC formerOct 12, 2012 to Nov 21, 2013 · Walnut Creek, Ca
- Destination Wealth Management independent RIASep 1, 2010 to Jan 6, 2012 · Walnut Creek, Ca
Moves
a registration end followed by a registration begin elsewhere
- Ginsburg Financial Advisors to Wealth Enhancement Advisory Services, LLCleft Dec 31, 2022, registered Dec 7, 2022 (-24 days) · RIA to affiliated broker-dealer or bank · moved with a team
- Clarity Wealth Advisors to Ginsburg Financial Advisorsleft Nov 23, 2015, registered Jun 29, 2016 (219 days) · Other
- Millie Capital Management LLC to Clarity Wealth Advisorsleft Nov 21, 2013, registered Nov 19, 2013 (-2 days) · Other
- Destination Wealth Management to Millie Capital Management LLCleft Jan 6, 2012, registered Oct 12, 2012 (280 days) · Other
Signals
- John Andrew Bellamy left Ginsburg Financial Advisors for Wealth Enhancement Advisory Services, Llc (registered 2022-12-07)Dec 31, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address