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Advisor at HARVEST PORTFOLIO MANAGEMENT, LLC
North Fort Myers, FL
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 |
|---|---|---|---|---|---|---|
| HARVEST PORTFOLIO MANAGEMENT, LLC | State registered | Aug 20, 2024 | n/a | yes | North Fort Myers, FL | Current employment |
| BLACKRIDGE ASSET MANAGEMENT, LLC | Independent wealth | Sep 17, 2019 | Aug 27, 2024 | no | Fort Myers, FL | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Jun 9, 2004 | Jun 14, 2019 | no | FORT MYERS, FL|FORT MYERS, FL | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jan 14, 2002 | May 21, 2004 | no | FT. MYERS, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BLACKRIDGE ASSET MANAGEMENT, LLC | HARVEST PORTFOLIO MANAGEMENT, LLC | Aug 27, 2024 | Aug 20, 2024 | -7 | Firm change | Ibd to state RIA |
| PARK AVENUE SECURITIES LLC | BLACKRIDGE ASSET MANAGEMENT, LLC | Jun 14, 2019 | Sep 17, 2019 | 95 | Firm change | Ibd to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | PARK AVENUE SECURITIES LLC | May 21, 2004 | Jun 9, 2004 | 19 | Firm change | Other |