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RIA / WealthAdvisor17 years in industry

Michael Allen Harris

Advisor at EMORY WEALTH LLC

AUSTIN, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b9f3dd5-822b-7d13-8c44-7ca9833cc684

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Nov 9, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EMORY WEALTH LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 7, 2017
First registration: Nov 9, 2017
Dual registered: no
IAPD individual key: 6827768

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EMORY WEALTH LLC	State registered	Feb 20, 2025	n/a	yes	AUSTIN, TX	Current employment
Entrewealth	Independent wealth	Jul 20, 2023	Mar 7, 2025	no	AUSTIN, TX\|Austin, TX	Previous registration
VITAL CAPITAL LLC	State registered	Jul 8, 2022	Jul 18, 2023	no	CLINTON, IA	Previous registration
IRONOAK WEALTH	Independent wealth	Feb 12, 2020	Jun 30, 2022	no	AUSTIN, TX\|CEDAR PARK, TX\|CEDAR PARK, TX	Previous registration
EDWARD JONES	National bd RIA	Nov 9, 2017	Feb 12, 2020	no	AUSTIN, TX\|TEMPE, AZ\|College Station, TX\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Entrewealth	EMORY WEALTH LLC	Mar 7, 2025	Feb 20, 2025	-15	Firm change	RIA to state RIA
VITAL CAPITAL LLC	Entrewealth	Jul 18, 2023	Jul 20, 2023	2	Firm change	Other
IRONOAK WEALTH	VITAL CAPITAL LLC	Jun 30, 2022	Jul 8, 2022	8	Firm change	RIA to state RIA
EDWARD JONES	IRONOAK WEALTH	Feb 12, 2020	Feb 12, 2020	0	Firm change	Ibd to RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
318147:317553:IA:2023-07-18	Jul 18, 2023	Jul 20, 2023	CLINTON, IA	Firm change

Relationships

Registered with (5)

→ EMORY WEALTH LLCRegistered adviserregistration: current employment
Feb 20, 2025 to presentfactForm ADV
→ ENTREWEALTHRegistered adviserregistration: previous registration
Jul 20, 2023 to Mar 7, 2025factForm ADV
→ VITAL CAPITAL LLCRegistered adviserregistration: previous registration
Jul 8, 2022 to Jul 18, 2023factForm ADV
→ IRONOAK WEALTHRegistered adviserregistration: previous registration
Feb 12, 2020 to Jun 30, 2022factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Nov 9, 2017 to Feb 12, 2020factForm ADV

Dated events

Occurred
Mar 7, 2025
Advisor changed firm
Michael Allen Harris left Entrewealth for Emory Wealth Llc (registered 2025-02-20)
Form ADVobserved 6 days ago
Occurred
Jul 18, 2023
Advisor changed firm
Michael Allen Harris left Vital Capital Llc for Entrewealth (registered 2023-07-20)
Form ADVobserved 6 days ago
Occurred
Jun 30, 2022
Advisor changed firm
Michael Allen Harris left Ironoak Wealth for Vital Capital Llc (registered 2022-07-08)
Form ADVobserved 6 days ago