RIA Intelligence

Title

Managing Memberreportedharvestinvestment.comfirm site, Sep 15, 2026

Business email

mmeily@harvestinvestment.comreportedharvestinvestment.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• H•••••• I••••••••• C••••••••• L•• independent RIA current
  since Sep 15, 2008 · Hunt Valley, Md
• E•••• S••••••••• L•• BD affiliated
  Aug 25, 2003 to Sep 18, 2008 · Baltimore, Md
• A••••••••• F•••••••• S•••••••• L•• national BD
  Oct 24, 2000 to Jun 11, 2003 · Owings Mills, Md

• E•••• S••••••••• L•• to H•••••• I••••••••• C••••••••• L••
  left Sep 18, 2008, registered Sep 15, 2008 (-3 days) · Other
• A••••••••• F•••••••• S•••••••• L•• to E•••• S••••••••• L••
  left Jun 11, 2003, registered Aug 25, 2003 (75 days) · Other

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.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

25derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address