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RIA / WealthAdvisor32 years in industry

MARK WHEELER HARRIS

Advisor at RPR FINANCIAL

PROSPER, TX | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:edcc25f2-4880-eeeb-fcd8-42b2d1e05e00

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Nov 25, 2002 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: RPR FINANCIAL
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: Jul 27, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 27, 1994
First registration: Nov 25, 2002
Dual registered: no
IAPD individual key: 1789880

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
RPR FINANCIAL	Independent wealth	May 25, 2023	n/a	yes	PROSPER, TX\|OVERLAND PARK, KS	Current employment
RPR FINANCIAL	Independent wealth	Nov 19, 2021	Jan 12, 2022	no	OVERLAND PARK, KS	Previous registration
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Jan 2, 2020	Jul 5, 2023	no	Overland Park, KS\|CHICAGO, IL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 15, 2018	Jan 22, 2020	no	OVERLAND PARK, KS	Previous registration
PERSONAL FINANCIAL GROUP	Former SEC adviser	Jan 17, 2017	Jun 28, 2019	no	OVERLAND PARK, KS	Previous registration
PERSONAL FINANCIAL GROUP	Former SEC adviser	Feb 6, 2013	Dec 31, 2016	no	OVERLAND PARK, KS	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	May 8, 2009	Feb 12, 2013	no	LEAWOOD, KS	Previous registration
OPPENHEIMER & CO. INC.	Bd affiliated wealth	Jul 29, 2008	May 12, 2009	no	KANSAS CITY, MO	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 18, 2003	Jul 15, 2008	no	OVERLAND PARK, KS\|LEES SUMMIT, MO\|OVERLAND PARK, KS\|LEES SUMMIT, MO\|LEES SUMMIT, MO\|LEES SUMMIT, MO	Previous registration
UMB FINANCIAL SERVICES, INC.	Independent wealth	Nov 25, 2002	Aug 14, 2003	no	KANSAS CITY, MO	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
IHT WEALTH MANAGEMENT LLC	RPR FINANCIAL	Jul 5, 2023	Nov 19, 2021	-593	Firm change after gap	Other
LPL FINANCIAL LLC	IHT WEALTH MANAGEMENT LLC	Jan 22, 2020	Jan 2, 2020	-20	Firm change	Ibd to RIA
PERSONAL FINANCIAL GROUP	LPL FINANCIAL LLC	Jun 28, 2019	Feb 15, 2018	-498	Firm change after gap	RIA to RIA
RBC CAPITAL MARKETS, LLC	PERSONAL FINANCIAL GROUP	Feb 12, 2013	Feb 6, 2013	-6	Firm change	Other
OPPENHEIMER & CO. INC.	RBC CAPITAL MARKETS, LLC	May 12, 2009	May 8, 2009	-4	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	OPPENHEIMER & CO. INC.	Jul 15, 2008	Jul 29, 2008	14	Firm change	Other
UMB FINANCIAL SERVICES, INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 14, 2003	Jul 18, 2003	-27	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
116806:6413:KS:2019-06-28	Jun 28, 2019	Feb 15, 2018	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (8)

→ RPR FINANCIALRegistered adviserregistration: previous registration
Nov 19, 2021 to Jan 12, 2022factForm ADV
→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 2, 2020 to Jul 5, 2023factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 15, 2018 to Jan 22, 2020factForm ADV
→ PERSONAL FINANCIAL GROUPRegistered adviserregistration: previous registration
Jan 17, 2017 to Jun 28, 2019factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
May 8, 2009 to Feb 12, 2013factForm ADV
→ OPPENHEIMER & CO. INC.Registered adviserregistration: previous registration
Jul 29, 2008 to May 12, 2009factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 18, 2003 to Jul 15, 2008factForm ADV
→ UMB FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 25, 2002 to Aug 14, 2003factForm ADV

Dated events

Occurred
Jul 5, 2023
Advisor changed firm
Mark Wheeler Harris left Iht Wealth Management Llc for Rpr Financial (registered 2021-11-19)
Form ADVobserved 4 days ago