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.

Current firm

HARBOUR INVESTMENTS, INC.

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 30, 1996earliest registration or exam on IAPD

Years in industry

29derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Dec 30, 1996

First registration

Dec 22, 2000

Dual registered

yes, broker-dealer

Other names

MARK ALAN WALTER|Mark Alan Wolter|Mark Wolter

IAPD individual key

2149438

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Mark Alan Wolter left Beacon Wealth Advisors, Llc for Harbour Investments, Inc. (registered 2023-12-01)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:24246e27-a889-421f-f028-73c8e6015f4a

First observed

Dec 22, 2000

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.