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
George Haikel Harris
Certified Financial Planner
Feed of 09/14/2026
Also filed as George Haikel Harris
At current firm
1 y
since Feb 20, 2025
In the industry
32 y
since Jan 18, 1994 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cetera Investment Advisers LLC BD affiliated currentsince Feb 20, 2025 · Gulf Shores, Al
- Concourse Financial Group Advisors formerJan 15, 2021 to Feb 20, 2025 · Gulf Shores, Al
- The Institute independent RIAMay 10, 2019 to Jan 15, 2021 · Denver, Co
- Institute For Wealth Advisors, Inc. formerAug 9, 2011 to Apr 30, 2019 · Gulf Shores, Al
Moves
a registration end followed by a registration begin elsewhere
- Concourse Financial Group Advisors to Cetera Investment Advisers LLCleft Feb 20, 2025, registered Feb 20, 2025 (0 days) · corporate re-registration, not a move
- The Institute to Concourse Financial Group Advisorsleft Jan 15, 2021, registered Jan 15, 2021 (0 days) · RIA to affiliated broker-dealer or bank
- Institute For Wealth Advisors, Inc. to The Instituteleft Apr 30, 2019, registered May 10, 2019 (10 days) · RIA to RIA
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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address