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RIA / WealthAdvisorCertified Financial Planner21 years in industry

ROBERT SEVERIN HARKSON

Advisor at ADVISORY ALPHA, LLC

HOLLAND, MI | GIG HARBOR, WA

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Search this name across graphsid dfx:ria:abe16127-374f-d86a-dee7-440cd91d0f2e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 22, 2005 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ADVISORY ALPHA, 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: Dec 9, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Dec 9, 2004
First registration: Apr 22, 2005
Dual registered: no
IAPD individual key: 4860256

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ADVISORY ALPHA, LLC	Independent wealth	Mar 29, 2019	n/a	yes	GIG HARBOR, WA\|HOLLAND, MI	Current employment
PHASE 2 WEALTH ADVISORS LLC	n/a	May 4, 2017	May 22, 2019	no	GIG HARBOR, WA	Previous registration
PARKER FINANCIAL LLC	Independent wealth	May 11, 2016	Feb 15, 2017	no	Silverdale, WA\|Gig Harbor, WA	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Apr 22, 2005	May 12, 2016	no	GIG HARBOR, WA\|GIG HARBOR, WA\|GIG HARBOR, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PHASE 2 WEALTH ADVISORS LLC	ADVISORY ALPHA, LLC	May 22, 2019	Mar 29, 2019	-54	Firm change after gap	Other
PARKER FINANCIAL LLC	PHASE 2 WEALTH ADVISORS LLC	Feb 15, 2017	May 4, 2017	78	Firm change	Other
THRIVENT INVESTMENT MANAGEMENT INC.	PARKER FINANCIAL LLC	May 12, 2016	May 11, 2016	-1	Firm change	Other

Relationships

Registered with (4)

→ ADVISORY ALPHA, LLCRegistered adviserregistration: current employment
Mar 29, 2019 to presentfactForm ADV
→ PHASE 2 WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
May 4, 2017 to May 22, 2019factForm ADV
→ PARKER FINANCIAL LLCRegistered adviserregistration: previous registration
May 11, 2016 to Feb 15, 2017factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Apr 22, 2005 to May 12, 2016factForm ADV

Dated events

No dated event names this entity yet.