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
William Kirby Harpe
Feed of 09/14/2026
Also filed as Bill Harpe
At current firm
6 y
since Oct 23, 2019
In the industry
24 y
since Feb 1, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
19
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Corecap Advisors BD affiliated currentsince Oct 23, 2019 · Milledgeville, Ga
- Ameritas Advisory Services formerJun 21, 2017 to Oct 24, 2019 · Greensboro, Ga
- Capital Choice Investment Advisers, Inc. unclassifiedFeb 27, 2014 to Jun 21, 2017 · Greensboro, Ga
- Wells Fargo Advisors wirehouseJan 6, 2011 to Mar 16, 2012 · Milledgeville, Ga
Moves
a registration end followed by a registration begin elsewhere
- Ameritas Advisory Services to Corecap Advisorsleft Oct 24, 2019, registered Oct 23, 2019 (-1 days) · Affiliated broker-dealer or bank to another
- Capital Choice Investment Advisers, Inc. to Ameritas Advisory Servicesleft Jun 21, 2017, registered Jun 21, 2017 (0 days) · Other · moved with a team
- Wells Fargo Advisors to Capital Choice Investment Advisers, Inc.left Mar 16, 2012, registered Feb 27, 2014 (713 days) · Other
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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address