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RIA / WealthAdvisorCertified Financial Planner11 years in industry

JOHN CHRISTOPHER D'AMELIO

Advisor at HARBOUR INVESTMENTS, INC.

Edmonds, WA | MADISON, WI

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Search this name across graphsid dfx:ria:eafa167f-3907-2d92-7f84-8ef8add0740d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Dec 22, 2014 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: HARBOUR INVESTMENTS, 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: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65
First exam: Dec 22, 2014
First registration: Dec 22, 2014
Dual registered: no
Other names: JOHN D'AMELIO
IAPD individual key: 6358485

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
HARBOUR INVESTMENTS, INC.	Independent wealth	Jan 28, 2026	n/a	yes	MADISON, WI\|Edmonds, WA	Current employment
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.	Independent wealth	Jan 19, 2025	Jan 29, 2026	no	KIRKLAND, WA	Previous registration
THE MATHER GROUP, LLC	Independent wealth	May 3, 2022	Aug 28, 2024	no	CHICAGO, IL\|Bellevue, WA	Previous registration
SOUNDMARK WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 22, 2014	Apr 25, 2022	no	KIRKLAND, WA	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
GREYSTONE FINANCIAL & ESTATE SERVICES, INC.	HARBOUR INVESTMENTS, INC.	Jan 29, 2026	Jan 28, 2026	-1	Firm change	RIA to RIA
THE MATHER GROUP, LLC	GREYSTONE FINANCIAL & ESTATE SERVICES, INC.	Aug 28, 2024	Jan 19, 2025	144	Firm change	RIA to RIA
SOUNDMARK WEALTH MANAGEMENT, LLC	THE MATHER GROUP, LLC	Apr 25, 2022	May 3, 2022	8	Firm change	RIA to RIA

Relationships

Registered with (4)

→ HARBOUR INVESTMENTS, INC.Registered adviserregistration: current employment
Jan 28, 2026 to presentfactForm ADV
→ GREYSTONE FINANCIAL & ESTATE SERVICES, INC.Registered adviserregistration: previous registration
Jan 19, 2025 to Jan 29, 2026factForm ADV
→ THE MATHER GROUP, LLCRegistered adviserregistration: previous registration
May 3, 2022 to Aug 28, 2024factForm ADV
→ SOUNDMARK WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 22, 2014 to Apr 25, 2022factForm ADV

Dated events

Occurred
Jan 29, 2026
Advisor changed firm
John Christopher D'Amelio left Greystone Financial & Estate Services, Inc. for Harbour Investments, Inc. (registered 2026-01-28)
Form ADVobserved 4 days ago
Occurred
Aug 28, 2024
Advisor changed firm
John Christopher D'Amelio left The Mather Group, Llc for Greystone Financial & Estate Services, Inc. (registered 2025-01-19)
Form ADVobserved 4 days ago
Occurred
Apr 25, 2022
Advisor changed firm
John Christopher D'Amelio left Soundmark Wealth Management, Llc for The Mather Group, Llc (registered 2022-05-03)
Form ADVobserved 4 days ago