DFX Intelligence

Data Factory

RIA / WealthAdvisor13 years in industry

CURTIS WATSON HARRELL

Advisor at ADVANTAGE WEALTH PARTNERS

FORT MYERS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bfd90962-ee47-baa9-b645-9487dda953ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 9, 2017 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: ADVANTAGE WEALTH PARTNERS
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: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 4, 2017
First registration: Nov 9, 2017
Dual registered: no
Other names: Curtis Watson Harrell
IAPD individual key: 6823334

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
ADVANTAGE WEALTH PARTNERS	Independent wealth	Jan 1, 2025	n/a	yes	FORT MYERS, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Dec 12, 2021	Jun 4, 2024	no	FORT MYERS, FL\|BOKEELIA, FL	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jan 20, 2021	Jan 3, 2022	no	Fort Myers, FL	Previous registration
MACKE FINANCIAL ADVISORY GROUP	Independent wealth	Nov 9, 2017	Mar 4, 2020	no	FORT MYERS, FL	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
WELLS FARGO ADVISORS	ADVANTAGE WEALTH PARTNERS	Jun 4, 2024	Jan 1, 2025	211	Firm change	Wirehouse to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WELLS FARGO ADVISORS	Jan 3, 2022	Dec 12, 2021	-22	Firm change	Ibd to wirehouse
MACKE FINANCIAL ADVISORY GROUP	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Mar 4, 2020	Jan 20, 2021	322	Firm change	RIA to ibd

Relationships

Registered with (4)

→ ADVANTAGE WEALTH PARTNERSRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 12, 2021 to Jun 4, 2024factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jan 20, 2021 to Jan 3, 2022factForm ADV
→ MACKE FINANCIAL ADVISORY GROUPRegistered adviserregistration: previous registration
Nov 9, 2017 to Mar 4, 2020factForm ADV

Dated events

Occurred
Jun 4, 2024
Advisor changed firm
Curtis Watson Harrell left Wells Fargo Advisors for Advantage Wealth Partners (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
Jan 3, 2022
Advisor changed firm
Curtis Watson Harrell left Raymond James Financial Services Advisors, Inc for Wells Fargo Advisors (registered 2021-12-12)
Form ADVobserved 6 days ago