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

SUCCESSFUL PORTFOLIOS 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

Jul 19, 1993earliest registration or exam on IAPD

Years in industry

33derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

Exams

S65|S63

First exam

Jul 19, 1993

First registration

Feb 6, 2007

Dual registered

no

Other names

III HARLEY PARKER EVANS|HARLEY PARKER EVANS|HARLEY PARKER EVANS|HARLEY PARKER EVANS III|H. PARKER EVANS

IAPD individual key

722995

Graph

RIA / Wealth Management

Canonical id

dfx:ria:83312e6a-809a-52df-923c-b0ff99dbb47b

First observed

Feb 6, 2007

Last observed

Sep 14, 2026 7 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.