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RIA / WealthAdvisor30 years in industry

MICHAEL TAYLOR HARVILL

Advisor at WELLTH ADVISORY SERVICES, LLC

SHOREWOOD, IL | Fort Wayne, IN

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Search this name across graphsid dfx:ria:2ca611b3-0946-009e-aff0-3baca47db5d2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 28, 2000 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: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 19, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63|S66
First exam: Apr 19, 1996
First registration: Jan 28, 2000
Dual registered: no
IAPD individual key: 1190815

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
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Jun 28, 2024	n/a	yes	Fort Wayne, IN\|SHOREWOOD, IL	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Apr 1, 2019	Jul 10, 2024	no	Fort Wayne, IN\|SAN RAFAEL, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 28, 2012	Jul 16, 2019	no	FORT WAYNE, IN\|SAN DIEGO, CA\|FT WAYNE, IN	Previous registration
HARVILL PENSION CONSULTANTS, INC.	n/a	Oct 29, 2008	Oct 8, 2012	no	FORT WAYNE, IN	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	Aug 10, 2006	Mar 30, 2010	no	FORT WAYNE, IN\|FT. WAYNE, IN	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Jan 28, 2000	Aug 11, 2006	no	FORT WAYNE, IN\|FORT WAYNE, IN\|FORT WAYNE, IN	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
GLOBAL RETIREMENT PARTNERS LLC	WELLTH ADVISORY SERVICES, LLC	Jul 10, 2024	Jun 28, 2024	-12	Bulk transfer	Other
LPL FINANCIAL LLC	GLOBAL RETIREMENT PARTNERS LLC	Jul 16, 2019	Apr 1, 2019	-106	Firm change after gap	Other
HARVILL PENSION CONSULTANTS, INC.	LPL FINANCIAL LLC	Oct 8, 2012	Sep 28, 2012	-10	Firm change	Other
GUNNALLEN FINANCIAL, INC	HARVILL PENSION CONSULTANTS, INC.	Mar 30, 2010	Oct 29, 2008	-517	Firm change after gap	Other
SII INVESTMENTS, INC.	GUNNALLEN FINANCIAL, INC	Aug 11, 2006	Aug 10, 2006	-1	Firm change	Other

Relationships

Registered with (6)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 28, 2024 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Apr 1, 2019 to Jul 10, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 28, 2012 to Jul 16, 2019factForm ADV
→ HARVILL PENSION CONSULTANTS, INC.Registered adviserregistration: previous registration
Oct 29, 2008 to Oct 8, 2012factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
Aug 10, 2006 to Mar 30, 2010factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 28, 2000 to Aug 11, 2006factForm ADV

Dated events

No dated event names this entity yet.