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Richard John Bellamy

First Advisors National, LLC

Miami, FL

CRD 7983521

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Employer firm

First Advisors National, LLC CRD 166212

$506M regulatory AUM 14 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • RETIREMENT PLANNING CONSULTATIONS

From the firm’s Form ADV. Read the guides:

Current Employers
First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-27
  • FL RA
    APPROVED
    Since 2026-08-27

Branch Locations

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hsbc Us Na Miami FL 12/2012 09/2024
Asset Allocation Strategies Farmington MI 09/2024 07/2026
Valuteachers Ponte Vedra Beach FL 05/2024 Present
First Advisors National Atlanta GA 07/2026 Present
  • 12/2012 → 09/2024
    Hsbc Us Na
    Miami, FL
  • 09/2024 → 07/2026
    Asset Allocation Strategies
    Farmington, MI
  • 05/2024 → Present
    Valuteachers
    Ponte Vedra Beach, FL
  • 07/2026 → Present
    First Advisors National
    Atlanta, GA
Previous Registrations
Other Businesses

(1) VALUTEACHERS | INVESTMENT-RELATED | PONTE VEDRA BEACH, FL | NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES | POSITION: INSURANCE AGENT, INDEPENDENT CONTRACTOR | START DATE: MAY 2024 | APX. HRS/MONTH: 160 (130 DURING TRADING HOURS) | DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS. (2) KEY WEALTH ADVISORS, CORPORATION | INVESTMENT RELATED | MIAMI, FL | NATURE: PASS-THROUGH DBA | POSITION: CEO | START DATE: JUNE 2024 | HOURS/MO: 0-1

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-01
  • S65 Uniform Investment Adviser Law Examination
    2024-04-01

View on SEC IAPD

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