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

James Paul Ball

Virtue Capital Management, LLCindependent RIABrentwood, Tn IA-onlyIAPD 2844925

Certified Financial Planner · Chartered Financial Consultant

Feed of 09/15/2026

At current firm

0 y

since Feb 12, 2026

In the industry

28 y

since Jun 1, 1998 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Virtue Capital Management, LLC independent RIA current
since Feb 12, 2026 · Venice, Fl
Simplicity Wealth mixed wealth
Nov 12, 2025 to Feb 3, 2026 · Summit, Nj
Accurate Wealth Management, LLC independent RIA
Aug 22, 2022 to Oct 31, 2025 · Wesley Chapel, Fl
Independent Financial Group, LLC BD affiliated
Sep 4, 2019 to Aug 15, 2022 · South Venice, Fl
LPL Financial LLC BD affiliated
Oct 4, 2016 to Sep 11, 2019 · Venice, Fl
USA Financial Securities LLC independent RIA
Jan 13, 2015 to Sep 29, 2016 · Venice, Fl
Woodbury Financial Services, Inc. former
Feb 13, 2009 to Jan 9, 2015 · Venice, Fl
National Planning Corporation ("Npc Of America" In Fl & Ny) former
Feb 15, 2008 to Dec 31, 2008 · St. Petersburg, Fl
Spc BD affiliated
Aug 31, 2007 to Feb 14, 2008 · Venice, Fl

Moves

a registration end followed by a registration begin elsewhere

Simplicity Wealth to Virtue Capital Management, LLC
left Feb 3, 2026, registered Feb 12, 2026 (9 days) · RIA to RIA
Accurate Wealth Management, LLC to Simplicity Wealth
left Oct 31, 2025, registered Nov 12, 2025 (12 days) · RIA to RIA
Independent Financial Group, LLC to Accurate Wealth Management, LLC
left Aug 15, 2022, registered Aug 22, 2022 (7 days) · Affiliated broker-dealer or bank to independent RIA
LPL Financial LLC to Independent Financial Group, LLC
left Sep 11, 2019, registered Sep 4, 2019 (-7 days) · Affiliated broker-dealer or bank to independent RIA
USA Financial Securities LLC to LPL Financial LLC
left Sep 29, 2016, registered Oct 4, 2016 (5 days) · Other
Woodbury Financial Services, Inc. to USA Financial Securities LLC
left Jan 9, 2015, registered Jan 13, 2015 (4 days) · Other
National Planning Corporation ("Npc Of America" In Fl & Ny) to Woodbury Financial Services, Inc.
left Dec 31, 2008, registered Feb 13, 2009 (44 days) · Other
Spc to National Planning Corporation ("Npc Of America" In Fl & Ny)
left Feb 14, 2008, registered Feb 15, 2008 (1 days) · Other

Signals

James Paul Ball left Simplicity Wealth for Virtue Capital Management, Llc (registered 2026-02-12)
Feb 3, 2026 · Advisor changed firm · fact
James Paul Ball left Accurate Wealth Management, Llc for Simplicity Wealth (registered 2025-11-12)
Oct 31, 2025 · Advisor changed firm · fact
James Paul Ball left Independent Financial Group, Llc for Accurate Wealth Management, Llc (registered 2022-08-22)
Aug 15, 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: Independent wealth managerderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address