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4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-02 |
Branch Locations
4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Virginia Beach | VA | 04/2005 | 05/2020 |
| Bank Of America, N.A. | Virginia Beach | VA | 12/2009 | 05/2020 |
| Raymond James Financial Services, Inc. | Virginia Beach | VA | 05/2020 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Virginia Beach | VA | 05/2020 | 05/2022 |
| Cpc Advisors, Llc | Virginia Beach | VA | 04/2022 | 01/2026 |
| Bellars Harris Wealth Management, Llc | Virginia Beach | VA | 01/2026 | Present |
(1) Name of Business: BAH Enterprises, Inc Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/18/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2) Name of Business: Harris Brad Address: 532 Waterwheel Rd, Chesapeake, VA, 23322, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/03/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-26 |
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