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

BULL HARBOR CAPITAL LLC.

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 1, 1992earliest registration or exam on IAPD

Years in industry

34derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

10

Designations

Chartered Financial Consultant

Exams

S65|S63

First exam

Jan 21, 1994

First registration

Jan 13, 2003

Dual registered

no

Other names

MATTHEW GEORGE LIPSCOMB

IAPD individual key

2433752

• Occurred

  May 15, 2025
  Advisor changed firm

  Matthew G Lipscomb left Park Avenue Securities Llc for Bull Harbor Capital Llc. (registered 2025-05-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e34a7e0a-c23f-0bcb-5c32-87c5fa1ac397

First observed

Jan 13, 2003

Last observed

Sep 14, 2026 5 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.