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

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

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, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 6, 2020

First registration

Nov 17, 2020

Dual registered

no

Other names

Khalil Armon Harris

IAPD individual key

7290492

• Occurred

  Mar 11, 2024
  Advisor changed firm

  Khalil Harris left Thrivent Investment Management Inc. for Punch & Associates Investment Management, Inc. (registered 2024-03-19)

  Form ADVobserved 6 days ago
• Occurred

  Feb 24, 2023
  Advisor changed firm

  Khalil Harris left Ameriprise Financial Services, Llc for Thrivent Investment Management Inc. (registered 2023-03-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d3707356-67fb-54ed-d5eb-d737d7575f5f

First observed

Nov 17, 2020

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.