DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

MATTHEW Alan HARBARCUK

Advisor at ELEVATION POINT WEALTH PARTNERS, LLC

Bloomfield Hills, MI | DENVER, CO

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:3aa1d6a7-9f09-5369-65fa-aff6bf7e24c4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 26, 2010 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: ELEVATION POINT WEALTH PARTNERS, LLC
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, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 30, 2009
First registration: Jan 26, 2010
Dual registered: yes, broker-dealer
Other names: MATTHEW HARBARCUK|MATT HARBARCUK|MATTHEW ALAN HARBARCUK
IAPD individual key: 5732790

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
ELEVATION POINT WEALTH PARTNERS, LLC	Independent wealth	Apr 16, 2025	n/a	yes	DENVER, CO\|Bloomfield Hills, MI	Current employment
TRANSCEND CAPITAL ADVISORS, LLC	Independent wealth	Sep 4, 2020	May 1, 2025	no	MADISON, NJ\|Bloomfield Hills, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 4, 2013	Sep 10, 2020	no	BLOOMFIELD HILLS, MI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Sep 27, 2013	no	BELLEVILLE, MI\|BRIGHTON, MI	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jan 11, 2012	Oct 1, 2012	no	BELLEVILLE, MI	Previous registration
EDWARD JONES	National bd RIA	Jan 26, 2010	May 3, 2010	no	SOUTH LYON, MI\|ST LOUIS, MO\|NEW HUNDSON, MI	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
TRANSCEND CAPITAL ADVISORS, LLC	ELEVATION POINT WEALTH PARTNERS, LLC	May 1, 2025	Apr 16, 2025	-15	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	TRANSCEND CAPITAL ADVISORS, LLC	Sep 10, 2020	Sep 4, 2020	-6	Firm change	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 27, 2013	Oct 4, 2013	7	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
EDWARD JONES	CHASE INVESTMENT SERVICES CORP.	May 3, 2010	Jan 11, 2012	618	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
7691:299723:MI:2020-09-10	Sep 10, 2020	Sep 4, 2020	BLOOMFIELD HILLS, MI	Firm change

Relationships

Registered with (6)

→ ELEVATION POINT WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Apr 16, 2025 to presentfactForm ADV
→ TRANSCEND CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 4, 2020 to May 1, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 4, 2013 to Sep 10, 2020factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Sep 27, 2013factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jan 11, 2012 to Oct 1, 2012factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 26, 2010 to May 3, 2010factForm ADV

Dated events

Occurred
May 1, 2025
Advisor changed firm
Matthew Alan Harbarcuk left Transcend Capital Advisors, Llc for Elevation Point Wealth Partners, Llc (registered 2025-04-16)
Form ADVobserved 4 days ago