Claudia Puopolo Bellars

Current Employers

Employment History

• 06/2008 → 05/2020
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Virginia Beach, VA
• 11/2009 → 05/2020
  Bank Of America, N.A.
  Virginia Beach, VA
• 05/2020 → 01/2026
  Raymond James Financial Services, Inc.
  Virginia Beach, VA
• 05/2020 → 05/2022
  Raymond James Financial Services Advisors, Inc.
  Virginia Beach, VA
• 05/2020 → 01/2026
  Cpb Enterprises
  Virginia Beach, VA
• 04/2022 → 01/2026
  Consolidated Planning Corporation
  Virginia Beach, VA
• 01/2026 → Present
  Bellars Harris Wealth Management, Llc
  Virginia Beach, VA

Previous Registrations

• 2022-05-23 → 2025-12-31
  Cpc Advisors, Llc
  Virginia Beach, VA
  Atlanta, GA
• 2020-05-18 → 2022-09-20
  Raymond James Financial Services Advisors, Inc
  Virginia Beach, VA
  Virginia Beach, VA
• 2008-06-06 → 2020-05-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Virginia Beach, VA
  Mount Pleasant, SC
• 1994-04-14 → 2008-06-20
  Ubs Financial Services Inc.
  Virginia Beach, VA
  Virginia Beach, VA

Other Businesses

(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: CPB Enterprises 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: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am a partner and owner in Bellars Harris Wealth Management. Raymond James pays us individually and then we each formed an entity that our CPA suggested that we do for accounting and tax purposes. This is CPB Enterprises

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-27
• S63 Uniform Securities Agent State Law Examination
  1992-04-07

Designations

Other Names

• Claudia Sullivan Vincent
• Claudia Jane Sullivan
• Claudia Sullivan Puopolo
• Claudia Bellars
• Claudia P Bellars