DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Taylor Harvill
Feed of 09/14/2026
At current firm
2 y
since Jun 28, 2024
In the industry
30 y
since Apr 19, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wellth Advisory Services, LLC institutional currentsince Jun 28, 2024 · Fort Wayne, In
- Global Retirement Partners LLC institutionalApr 1, 2019 to Jul 10, 2024 · Fort Wayne, In
- LPL Financial LLC BD affiliatedSep 28, 2012 to Jul 16, 2019 · Fort Wayne, In
- Harvill Pension Consultants, Inc. unclassifiedOct 29, 2008 to Oct 8, 2012 · Fort Wayne, In
- Gunnallen Financial, Inc unclassifiedAug 10, 2006 to Mar 30, 2010 · Fort Wayne, In
- Sii Investments, Inc. formerJan 28, 2000 to Aug 11, 2006 · Fort Wayne, In
Moves
a registration end followed by a registration begin elsewhere
- Global Retirement Partners LLC to Wellth Advisory Services, LLCleft Jul 10, 2024, registered Jun 28, 2024 (-12 days) · corporate re-registration, not a move
- LPL Financial LLC to Global Retirement Partners LLCleft Jul 16, 2019, registered Apr 1, 2019 (-106 days) · Other
- Harvill Pension Consultants, Inc. to LPL Financial LLCleft Oct 8, 2012, registered Sep 28, 2012 (-10 days) · Other
- Gunnallen Financial, Inc to Harvill Pension Consultants, Inc.left Mar 30, 2010, registered Oct 29, 2008 (-517 days) · Other
- Sii Investments, Inc. to Gunnallen Financial, Incleft Aug 11, 2006, registered Aug 10, 2006 (-1 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address