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

HARPER ASSET MANAGEMENT, LLC

Current firm class

state registeredderived

Book size

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

Industry start

Jan 20, 2000earliest registration or exam on IAPD

Years in industry

26derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Chartered Financial Analyst

Exams

S66

First exam

Jan 20, 2000

First registration

Apr 1, 2004

Dual registered

no

Other names

BRIAN JAMES HARPER

IAPD individual key

4010044

• Occurred

  May 5, 2025
  Advisor changed firm

  Brian James Harper left Inlight Wealth for Harper Asset Management, Llc (registered 2025-02-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:980512f1-b5db-9532-3f5b-c7fe7b1ed93a

First observed

Apr 1, 2004

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.