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Reading the graph
Advisor at HARBOR HORIZON FINANCIAL, LLC
WILSONVILLE, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| HARBOR HORIZON FINANCIAL, LLC | State registered | Oct 25, 2024 | n/a | yes | WILSONVILLE, OR | Current employment |
| CLARITY WEALTH DEVELOPMENT, LLC | Independent wealth | Jan 18, 2023 | Sep 27, 2024 | no | CORVALLIS, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CLARITY WEALTH DEVELOPMENT, LLC | HARBOR HORIZON FINANCIAL, LLC | Sep 27, 2024 | Oct 25, 2024 | 28 | Firm change | RIA to state RIA |