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

HARBOR CAPITAL ADVISORS, INC.

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 11, 2003earliest registration or exam on IAPD

Years in industry

23derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66|S65

First exam

Feb 11, 2003

First registration

Jan 14, 2010

Dual registered

yes, broker-dealer

Other names

JASON DONALD LAUDERBACK

IAPD individual key

4568768

• Occurred

  Aug 1, 2024
  Advisor changed firm

  Jason Lauderback left Calamos Advisors Llc for Harbor Capital Advisors, Inc. (registered 2024-08-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:79fcf463-8ab0-3d1b-aac1-bf4f36766b1b

First observed

Jan 14, 2010

Last observed

Sep 14, 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.