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

HARBOR INVESTMENT ADVISORY, LLC

Current firm class

mixed wealth managerderived

Book size

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

Industry start

Mar 12, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

11derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Mar 12, 2001

First registration

Mar 21, 2001

Dual registered

yes, broker-dealer

Other names

CHARLES RUSSELL WARD|RUSTY WARD|C RUSSELL WARD

IAPD individual key

4304557

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c3f5cc89-4b46-5607-a8cd-9f81003370a9

First observed

Mar 21, 2001

Last observed

Sep 14, 2026 6 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.