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.
John Ward Harrison
- Business email
- john@harrisoncapitalmanagement.comreportedharrisoncapitalmanagement.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/john-harrison-iii-8bbb3124areportedharrisoncapitalmanagement.comfirm site, Sep 16, 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.
- Elevation Advisory Partners LLC independent RIA currentsince Jun 3, 2021 · Leawood, Ks
- Cetera Advisor Networks LLC formerApr 17, 2021 to Dec 31, 2021 · Leawood, Ks
- Summit Financial Group Inc formerJun 4, 2009 to May 20, 2021 · Leawood, Ks
- UBS Financial Services Inc. wirehouseNov 27, 2006 to Jun 18, 2009 · Leawood, Ks
- Banc Of America Investment Services, Inc. unclassifiedAug 18, 2003 to Nov 29, 2006 · Liberty, Mo
- Commerce Brokerage Services, Inc formerMay 20, 2003 to Aug 20, 2003 · Independence, Mo
- Cetera Advisor Networks LLC to Elevation Advisory Partners LLCleft Dec 31, 2021, registered Jun 3, 2021 (-211 days) · Affiliated broker-dealer or bank to a newly registered adviser
- Summit Financial Group Inc to Cetera Advisor Networks LLCleft May 20, 2021, registered Apr 17, 2021 (-33 days) · channel change inside one enterprise, not a move · moved with a team
- UBS Financial Services Inc. to Summit Financial Group Incleft Jun 18, 2009, registered Jun 4, 2009 (-14 days) · Other
- Banc Of America Investment Services, Inc. to UBS Financial Services Inc.left Nov 29, 2006, registered Nov 27, 2006 (-2 days) · Other
- Commerce Brokerage Services, Inc to Banc Of America Investment Services, Inc.left Aug 20, 2003, registered Aug 18, 2003 (-2 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address