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RIA / WealthAdvisor15 years in industry

JOSEPH PAUL HARMON

Advisor at RCPLANNERS

Grand Rapids, MI | MIDLOTHIAN, VA

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Search this name across graphsid dfx:ria:d3b285d3-dceb-4643-cb27-642c739cddd3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 19, 2011 to Sep 15, 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: RCPLANNERS
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: Sep 2, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S66
First exam: Sep 2, 2011
First registration: Oct 19, 2011
Dual registered: no
IAPD individual key: 5942458

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
Rcplanners	Independent wealth	Jun 8, 2021	n/a	yes	Grand Rapids, MI\|MIDLOTHIAN, VA	Current employment
ATLANTIS WEALTH ADVISORS LLC	Independent wealth	Mar 26, 2018	Jan 10, 2022	no	Grand Rapids, MI\|MAUMEE, OH	Previous registration
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	May 2, 2013	Mar 30, 2018	no	GRAND RAPIDS, MI	Previous registration
MORGAN STANLEY	Wirehouse	Oct 19, 2011	Apr 25, 2013	no	GRAND RAPIDS, MI	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
ATLANTIS WEALTH ADVISORS LLC	Rcplanners	Jan 10, 2022	Jun 8, 2021	-216	Firm change after gap	RIA to RIA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	ATLANTIS WEALTH ADVISORS LLC	Mar 30, 2018	Mar 26, 2018	-4	Firm change	Other
MORGAN STANLEY	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Apr 25, 2013	May 2, 2013	7	Firm change	Other

Relationships

Registered with (4)

→ RCPLANNERSRegistered adviserregistration: current employment
Jun 8, 2021 to presentfactForm ADV
→ ATLANTIS WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Mar 26, 2018 to Jan 10, 2022factForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
May 2, 2013 to Mar 30, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Oct 19, 2011 to Apr 25, 2013factForm ADV

Dated events

Occurred
Jan 10, 2022
Advisor changed firm
Joseph Paul Harmon left Atlantis Wealth Advisors Llc for Rcplanners (registered 2021-06-08)
Form ADVobserved 4 days ago