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Timothy J. Bellars

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CRD#: 1787215
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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy John Bellars, who also goes by Tim John Bellars, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 1988. Timothy had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Tim John Bellars

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

May 23, 2022 - December 31, 2025

CPC ADVISORS, LLC

RIA
CRD#: 111025
Virginia Beach, VA
Past

May 18, 2020 - September 20, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Virginia Beach, VA
Past

May 18, 2020 - December 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Virginia Beach, VA
Past

April 15, 2005 - May 21, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
VIRGINIA BEACH, VA
Past

April 15, 2005 - May 21, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
VIRGINIA BEACH, VA
Past

December 18, 1995 - April 28, 2005

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NORFOLK, VA
Past

April 17, 1995 - April 28, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 30, 1993 - November 14, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

January 22, 1990 - March 31, 1992

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

October 5, 1989 - December 22, 1989

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

October 5, 1989 - December 22, 1989

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

December 22, 1988 - August 29, 1989

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

November 7, 1988 - March 31, 1992

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP

CRD#: 111025 / SEC#: 801-11913

RIA
Registered Investment Advisory firm - (8/6/1976 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/8/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/28/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/4/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CA
CPC ADVISORS, LLC
BELLARS HARRIS WEALTH MANAGEMENT | J. THOMPSON ROSS INVESTMENTS | CPC IMPACT INVESTMENTS | CPC IMPACT INVESTING | CPC CONSULTING SERVICES | CPC ADVISORS, LLC | CPC ADVISORS | CONSOLIDATED PLANNING CORPORATION | CONSOLIDATED PLANNING CORP

CRD#: 111025 / SEC#: 801-11913

RIA
Registered Investment Advisory firm - (8/6/1976 Approved)
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Contact information

Main Address
1475 Peachtree St. Ne Suite 750, Atlanta, GA 30309
Mailing Address
Phone number
(404) 879-3000
Established
Firm type
Fiscal year end
# of Employees
29

SEC notice filing (31 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CPC ADV PART 2A (1/7/2026)

Regulatory assets under management

Total Number of Accounts3,696
AUM (Assets Under Management)$ 2,095,480,549

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CPC ADVISORS, LLC

CRD#: 111025

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