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RIA / WealthAdvisor13 years in industry

CONNER DAVID REHAGE

Advisor at HARBOR HILLS FINANCIAL ADVISORS

Santa Barbara, CA

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Search this name across graphsid dfx:ria:c3ca6c43-b278-d8b1-e3a6-0f8473454736

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 15, 2013 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: HARBOR HILLS FINANCIAL ADVISORS
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 26, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 26, 2012
First registration: Jan 15, 2013
Dual registered: no
IAPD individual key: 6124679

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
HARBOR HILLS FINANCIAL ADVISORS	Independent wealth	Jan 1, 2026	n/a	yes	Santa Barbara, CA	Current employment
CREATIVEONE WEALTH, LLC	Independent wealth	Oct 27, 2020	Apr 30, 2021	no	Montecito, CA\|OVERLAND PARK, KS	Previous registration
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Jan 28, 2016	Nov 5, 2020	no	SANTA BARBARA, CA\|Montecito, CA	Previous registration
EDWARD JONES	National bd RIA	Jan 15, 2013	Jan 19, 2016	no	TEMPE, AZ\|TEMPE, AZ\|MONTECITO, CA	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
CREATIVEONE WEALTH, LLC	HARBOR HILLS FINANCIAL ADVISORS	Apr 30, 2021	Jan 1, 2026	1,707	Firm change after gap	RIA to RIA
PARTNERVEST ADVISORY SERVICES LLC	CREATIVEONE WEALTH, LLC	Nov 5, 2020	Oct 27, 2020	-9	Bulk transfer	RIA to RIA
EDWARD JONES	PARTNERVEST ADVISORY SERVICES LLC	Jan 19, 2016	Jan 28, 2016	9	Firm change	Other

Relationships

Registered with (4)

→ HARBOR HILLS FINANCIAL ADVISORSRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Oct 27, 2020 to Apr 30, 2021factForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 28, 2016 to Nov 5, 2020factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Jan 15, 2013 to Jan 19, 2016factForm ADV

Dated events

No dated event names this entity yet.