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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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Virginia Beach | VA | 05/2021 | 01/2026 |
| College Of William & Mary | Williamsburg | VA | 08/2017 | 05/2021 |
| Hickory High School | Chesapeake | VA | 08/2013 | 06/2017 |
| Raymond James Financial Services Advisors, Inc | Virginia Beach | VA | 04/2022 | 05/2022 |
| Consolidated Planning Corporation | Virginia Beach | VA | 04/2022 | 01/2026 |
| Bellars Harris Wealth Management, Llc | Virginia Beach | VA | 05/2021 | 01/2026 |
| Atlantic Fire Protection Engineering | Chesapeake | VA | 06/2017 | 05/2021 |
| Zoh Enterprises, Inc | Virginia Beach | VA | 06/2024 | Present |
| Bellars Harris Wealth Management, Llc | Virginia Beach | VA | 01/2026 | Present |
(1)Name of Business: Consolidated Planning Corporation Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462-3881, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 04/25/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor (2)Name of Business: ZOH Enterprises, Inc Address: 4429 Bonney Rd Ste 530, Virginia Beach, VA, 23462-3881, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/11/2024 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-26 |
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