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

HARVEST INVESTMENT SERVICES, 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

Oct 1, 1984earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Oct 3, 1990

First registration

Mar 31, 2000

Dual registered

no

Other names

BOB THOMPSON

IAPD individual key

1975407

• Occurred

  Oct 9, 2023
  Advisor changed firm

  Robert Kennedy Thompson left Concourse Financial Group Advisors for Harvest Investment Services, Llc (registered 2015-01-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5ed44ba8-9056-e140-65a6-391d9bc362bf

First observed

Mar 31, 2000

Last observed

Sep 15, 2026 6 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.