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Advisor at HARRIS WEALTH MANAGEMENT, LLC
TWIN FALLS, ID
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 |
|---|---|---|---|---|---|---|
| HARRIS WEALTH MANAGEMENT, LLC | State registered | Sep 12, 2024 | n/a | yes | TWIN FALLS, ID | Current employment |
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | Independent wealth | Jan 15, 2021 | Nov 24, 2021 | no | Meridian, ID|SILVERDALE, WA | Previous registration |
| THRIVENT INVESTMENT MANAGEMENT INC. | Bd affiliated wealth | Sep 30, 2016 | Aug 27, 2019 | no | Olympia, WA|Bellevue, WA|Kalispell, MT | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLEAR CREEK FINANCIAL MANAGEMENT, LLC | HARRIS WEALTH MANAGEMENT, LLC | Nov 24, 2021 | Sep 12, 2024 | 1,023 | Firm change after gap | RIA to state RIA |
| THRIVENT INVESTMENT MANAGEMENT INC. | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | Aug 27, 2019 | Jan 15, 2021 | 507 | Firm change after gap | Ibd to RIA |