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Registered advisor
H••••• W•••••• D•••
Feed of 09/15/2026
Also filed as Harvey W Dash
At current firm
2 y
since Apr 4, 2024
In the industry
40 y
since Jun 4, 1986 (earliest exam, job or registration)
Prior registered firms
8
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- S•••• F••• I••••••••• M••••••••• C•••• asset manager currentsince Apr 4, 2024 · Cinnaminson Twp, Nj
- S•••• F••• I••••••••• M••••••••• C•••• asset managerOct 31, 2023 to Nov 21, 2023 · Cinnaminson Twp,, Nj
- P•••• S••••••••• L•• no RAUMJun 8, 2018 to Oct 7, 2020 · Warrington, Pa
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerJun 26, 2015 to Nov 3, 2017 · Doylestown, Pa
- I••••••••• P••••••••• I••• formerJul 15, 2009 to Jul 14, 2015 · Langhome, Pa
- I••••• F•••••••• C••••••••• formerJan 14, 2008 to Jul 9, 2009 · Philadelphia, Pa
- T• W••••• M••••••••• S••••••• I••• unclassifiedApr 10, 2006 to Jan 15, 2008 · Bensalem, Pa
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedOct 20, 2004 to Apr 11, 2006 · Morrisville, Pa
- Q•••• • R•••••• I••• unclassifiedSep 20, 2002 to Oct 20, 2004 · Morrisville, Pa
Moves
a registration end followed by a registration begin elsewhere
- P•••• S••••••••• L•• to S•••• F••• I••••••••• M••••••••• C••••left Oct 7, 2020, registered Oct 31, 2023 (1119 days) · Other
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to P•••• S••••••••• L••left Nov 3, 2017, registered Jun 8, 2018 (217 days) · Other
- I••••••••• P••••••••• I••• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••left Jul 14, 2015, registered Jun 26, 2015 (-18 days) · Other
- I••••• F•••••••• C••••••••• to I••••••••• P••••••••• I•••left Jul 9, 2009, registered Jul 15, 2009 (6 days) · Other
- T• W••••• M••••••••• S••••••• I••• to I••••• F•••••••• C•••••••••left Jan 15, 2008, registered Jan 14, 2008 (-1 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to T• W••••• M••••••••• S••••••• I•••left Apr 11, 2006, registered Apr 10, 2006 (-1 days) · Other
- Q•••• • R•••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Oct 20, 2004, registered Oct 20, 2004 (0 days) · corporate re-registration, not a move
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 40derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address