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
Danielle Dabney Harmon
Certified Financial Planner
Feed of 09/15/2026
Also filed as Jessica Danielle Dabney
At current firm
0 y
since Apr 3, 2026
In the industry
18 y
since Oct 29, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Clark Asset Management, LLC independent RIA currentsince Apr 3, 2026 · Stratham, Nh
- Origin Investment Advisory LLC independent RIASep 8, 2021 to Nov 12, 2021 · Sarasota, Fl
- Boundless Financial unclassifiedSep 4, 2020 to Aug 19, 2024 · Mauldin, Sc
- Clark Asset Management, LLC independent RIANov 20, 2018 to Jun 8, 2020 · Simpsonville, Sc
- Fintrust Investment Advisory Services, LLC formerApr 7, 2009 to May 14, 2012 · Greenville, Sc
- Morgan Keegan & Company, LLC formerOct 31, 2007 to Aug 8, 2008 · Greenville, Sc
Moves
a registration end followed by a registration begin elsewhere
- Boundless Financial to Origin Investment Advisory LLCleft Aug 19, 2024, registered Sep 8, 2021 (-1076 days) · Other
- Origin Investment Advisory LLC to Clark Asset Management, LLCleft Nov 12, 2021, registered Apr 3, 2026 (1603 days) · Other
- Clark Asset Management, LLC to Boundless Financialleft Jun 8, 2020, registered Sep 4, 2020 (88 days) · Other
- Fintrust Investment Advisory Services, LLC to Clark Asset Management, LLCleft May 14, 2012, registered Nov 20, 2018 (2381 days) · Other
- Morgan Keegan & Company, LLC to Fintrust Investment Advisory Services, LLCleft Aug 8, 2008, registered Apr 7, 2009 (242 days) · Other
Signals
- Danielle Dabney Harmon left Boundless Financial for Origin Investment Advisory Llc (registered 2021-09-08)Aug 19, 2024 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address