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Reading the graph
Advisor at HARVEST INVESTMENT SERVICES, LLC
OAKBROOK TERRACE, IL | COLORADO SPRINGS, CO | Fresno, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ENVOY ADVISORY INC. | Independent wealth | Nov 4, 2025 | n/a | yes | Fresno, CA|COLORADO SPRINGS, CO | Current employment |
| HARVEST INVESTMENT SERVICES, LLC | Independent wealth | Jul 29, 2025 | n/a | yes | Fresno, CA|OAKBROOK TERRACE, IL | Current employment |
| PLANMEMBER SECURITIES CORPORATION | Independent wealth | Oct 1, 2021 | Jun 23, 2025 | no | Carpinteria, CA|FRESNO, CA|Fresno, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PLANMEMBER SECURITIES CORPORATION | HARVEST INVESTMENT SERVICES, LLC | Jun 23, 2025 | Jul 29, 2025 | 36 | Firm change | RIA to RIA |